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Wealth Management Analyst Jobs in Rochester, NY (NOW HIRING)

CAPTRUST

Wealth Client Management Consultant

Rochester, NY · On-site

$70K - $85K/yr

Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who ... Analytical thinker and problem solver * Energized by change and ability to think "outside the box ...

New

CAPTRUST

Wealth Client Management Consultant

Rochester, NY · On-site

$70K - $85K/yr

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several ... Analytical thinker and problem solver * Energized by change and ability to think "outside the box ...

New

2T Consulting

Business Analyst

Brighton, NY · On-site

Experience in financial services, with experience in asset management or wealth management strongly ... Strong analytical, problem-solving, organizational, and prioritization skills.

New

2T Consulting

Business Analyst

York, NY · On-site

Experience in financial services, with experience in asset management or wealth management strongly ... Strong analytical, problem-solving, organizational, and prioritization skills.

New

2T Consulting

Business Analyst

Brighton, NY · On-site

Experience in financial services, with experience in asset management or wealth management strongly ... Strong analytical, problem-solving, organizational, and prioritization skills.

New

2T Consulting

Business Analyst

York, NY · On-site

Experience in financial services, with experience in asset management or wealth management strongly ... Strong analytical, problem-solving, organizational, and prioritization skills.

New

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All JobsWealth Management Analyst JobsWealth Management Analyst Jobs in Rochester, NY

Wealth Management Analyst information

See Rochester, NY salary details

$27.1K

$69.9K

$129.9K

How much do wealth management analyst jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth management analyst in Rochester, NY is $69,912.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,928.00 and $91,127.00 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 the most commonly searched types of Wealth Management Analyst jobs in Rochester, NY?

The most popular types of Wealth Management Analyst jobs in Rochester, NY are:

What are popular job titles related to Wealth Management Analyst jobs in Rochester, NY?

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

What job categories do people searching Wealth Management Analyst jobs in Rochester, NY look for?

The top searched job categories for Wealth Management Analyst jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Wealth Management Analyst jobs?

Cities near Rochester, NY with the most Wealth Management Analyst job openings:

Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $69,912 per year, or $33.6 per hour.

J.P. Morgan Wealth Management - Executive Director, Product Director, Product Acceleration Garage

JPMorgan Chase & Co.

Rochester, NY • On-site

$140 - $210/hr

Other

Posted 11 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Join a dynamic team transforming the client and advisor experience through cutting-edge AI solutions. Grow your career by collaborating with experts and driving impactful product innovation.

As a Product Director in US Wealth Management’s Acceleration Garage, you will lead and develop AI-driven features to enhance client, advisor, and service experiences. You will manage a small team focused on rapidly developing features that transform experiences across JP Morgan Wealth Management. You will evaluate solutions, define product requirements, and drive rapid product iteration while collaborating with stakeholders. Your expertise will shape the future of wealth management products.

Job responsibilities:
  • Integrate data analytics, user research, and market analysis to prioritize features
  • Collaborate with stakeholders to define product strategy
  • Drive prioritization of product features using company goals
  • Write product requirements with Technology, Design, Data & Analytics teams
  • Lead product design and execution through rapid iteration
  • Communicate product vision across functions and to senior leadership
  • Size business value and scope product solutions based on customer insights
  • Demonstrate self-motivation and commitment to learning new technology trends
  • Act as a thought leader on evolving industry landscape
Required qualifications, capabilities, and skills
  • Ten or more years of product management experience
  • Experience in wealth management, financial planning, asset management, or digital banking
  • Passion for new industry trends and AI landscape
  • Experience launching new or enhanced products to market
  • Experience leading cross-functional teams
  • Structured thinker and effective communicator
  • Highly self-motivated with initiative and problem-solving skills
  • Ability to ask intelligent questions and push the team further
  • Ability to prioritize tasks and ensure execution against product roadmap
  • Excellent written communication skills
  • Ability to excel in ambiguity
Preferred qualifications, capabilities, and skills
  • M.B.A. or graduate degree in relevant field
  • Advanced user of Jira or other product tools
  • Product management experience in wealth management
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