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Wealth Management Analyst Jobs in Texas (NOW HIRING)

Maslow Wealth Advisors

Analyst 1

Austin, TX · On-site

Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment ...

Maslow Wealth Advisors

Analyst 1

Austin, TX · On-site

$55K - $75K/yr

Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment ...

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Wealth Management Analyst information

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$25.5K

$65.8K

$122.2K

How much do wealth management analyst jobs pay per year?

As of Aug 28, 2026, the average yearly pay for wealth management analyst in Texas is $65,783.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,333.00 and $85,744.00 per year, depending on experience, location, and employer.

What does a wealth management analyst do?

A Wealth Management Analyst supports financial advisors and clients by conducting research, analyzing investment portfolios, tracking market trends, and preparing financial reports. They help develop strategies to grow and protect clients' assets, ensuring that investment recommendations align with clients' goals and risk profiles. Wealth Management Analysts also assist with client presentations and administrative tasks, making them vital to delivering comprehensive financial services.

What are the key skills and qualifications needed to thrive as a wealth management analyst?

To thrive as a Wealth Management Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like the CFA or CFP are highly valued. Attention to detail, client communication, and problem-solving abilities make someone excel in this role. These skills ensure accurate financial analysis, effective client relations, and the ability to develop tailored investment strategies.

How does a wealth management analyst typically collaborate with financial advisors and clients?

Wealth Management Analysts play a crucial support role by working closely with financial advisors to analyze client portfolios, prepare investment proposals, and conduct market research. They often participate in client meetings, gathering and organizing financial data to help advisors provide tailored recommendations. This collaboration ensures clients receive comprehensive, data-driven solutions and allows analysts to develop strong communication and presentation skills, which are essential for career advancement in wealth management.

What is the difference between Wealth Management Analyst vs Financial Advisor?

AspectWealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, or financial planning firms
Employer & IndustryFinancial services, investment managementFinancial services, wealth management, banking
Primary FocusAnalyzing investments, supporting portfolio strategiesAdvising clients on financial plans and investments

The main difference is that Wealth Management Analysts focus on analyzing investments and supporting portfolio strategies within financial firms, while Financial Advisors primarily work directly with clients to develop personalized financial plans. Both roles require similar credentials and often operate within the same industry, but their day-to-day responsibilities differ.

How much do wealth management analysts make in the US?

Wealth management analysts in the US typically earn a median annual salary of around $70,000 to $90,000, with entry-level positions starting lower and experienced analysts earning higher salaries. Compensation can vary based on location, firm size, and individual experience, and may include bonuses and incentives. Strong analytical skills and certifications like the CFA can enhance earning potential.

What are popular job titles related to Wealth Management Analyst jobs in Texas?

For Wealth Management Analyst jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Wealth Management Analyst jobs in Texas look for?

The top searched job categories for Wealth Management Analyst jobs in Texas are:

What cities in Texas are hiring for Wealth Management Analyst jobs?

Cities in Texas with the most Wealth Management Analyst job openings:

Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $65,783 per year, or $31.6 per hour.

Analyst 1

Austin, TX • On-site

Maslow Wealth Advisors
See more jobs at Maslow Wealth Advisorsexternal

Full-time

Re-posted 8 days ago

Job description

Wealth Management Analyst I

Position Overview

The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment functions. This position serves as a shared resource for the firm, supporting the day-to-day work required to deliver a highly organized, responsive, and integrated client experience.

The role is intentionally developmental. The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I will gain exposure to client onboarding, account administration, meeting preparation, portfolio reporting, workflow management, investment operations, and the firm's broader Hierarchy of Wealth framework.

This is a fit for someone who is highly organized, detail-oriented, eager to learn, technologically capable, and comfortable working across multiple teams. The ideal candidate enjoys solving problems, following through on details, and building fluency in the systems and processes that make excellent client service possible.

Key Responsibilities

Client Operations and Account Administration

  • Manage client account lifecycle - onboarding, maintenance, transfers, and documentation
  • Handle client service requests and coordinate with custodians to resolve account issues
  • Maintain accurate records and keep workflows on track for timely completion

Advisory Team Support

  • Support meeting preparation, including data gathering, materials updates, and follow-up coordination
  • Maintain client information and help create client-facing materials like summaries, reviews, and planning exhibits
  • Track follow-up items across advisors and internal stakeholders while building familiarity with the firm's client service model

Investment and Reporting Support

  • Assist with portfolio reporting and data reconciliation, including identifying discrepancies across systems
  • Help maintain investment files, reports, manager materials, and related documentation
  • Provide project support to advisory, operations, or investment teams as needed

Systems and Process Support

  • Learn and use Maslow's core technology platforms with increasing independence
  • Help maintain clean data across Wealthbox, Black Diamond, Schwab, and other systems
  • Follow documented procedures and suggest improvements when workflows are unclear or inefficient
  • Support the firm's centralized service model by helping the right work get to the right person at the right time

Qualifications

  • Growth mindset both personally and professionally
  • Bachelor's degree preferred, ideally in finance, business, accounting, economics, mathematics, or a related field
  • Prior experience in financial services, client service, operations, or administrative support is helpful but not required
  • Comfortable leveraging multiple AI systems
  • Strong attention to detail and commitment to accuracy
  • Strong written and verbal communication skills
  • Comfortable learning new technology systems
  • Proficient in Microsoft Office, especially Excel, Word, Outlook, and Teams
  • Organized, responsive, and able to manage multiple tasks at once
  • Comfortable working in a fast-paced, collaborative environment
  • Strong interest in wealth management, financial planning, investment management, or RIA operations

Apply