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

DataAnnotation

M&A Associate - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients * Work with tax staff to respond to tax notices and ...

Mariner

Intern, Financial Planning

Rochester, NY · On-site

$15.25 - $19.75/hr

... wealth management, financial planning, finance, or a related field. • Interest in pursuing a ... solid analytical and problem-solving abilities. • Comfortable contributing ideas in group ...

City National Bank

Private Banking Officer II

Rochester, NY · On-site

$65.30 - $104.30/hr

Cross Sell Analyze client needs in order to cross‑sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury ...

Five Star Bank

Mortgage Originator

Rochester, NY · On-site

... wealth management staff, to identify prospects and leads. Stays knowledgeable on Bank products and ... Possess analytical ability to interpret and utilize data to make appropriate recommendations ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Pittsford, NY

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Pittsford, NY

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Bonadio

Tax Manager - High Net Worth

Rochester, NY

$80K - $100K/yr

... wealth planning, succession, and family tax strategy. * Create and execute advanced tax planning ... Work on issues of diverse scope where analysis of situation or data requires evaluation of a ...

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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.

Financial Planner - AI Trainer

DataAnnotation

Rochester, NY • Remote

$50 - $100/hr

Contractor

Re-posted 8 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation