ZipRecruiter

Log In

1

Wealth Management Analyst Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsWealth Management Analyst Jobs

Wealth Management Analyst information

See salary details

$29K

$74.8K

$139K

How much do wealth management analyst jobs pay per year?

As of Jul 14, 2026, the average yearly pay for wealth management analyst in the United States is $74,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $97,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Management Analyst, and why are they important?

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.

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.

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.

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.
More about Wealth Management Analyst jobs
What cities are hiring for Wealth Management Analyst jobs? Cities with the most Wealth Management Analyst job openings:
What are the most commonly searched types of Wealth Management Analyst jobs? The most popular types of Wealth Management Analyst jobs are:
What states have the most Wealth Management Analyst jobs? States with the most job openings for Wealth Management Analyst jobs include:
What job categories do people searching Wealth Management Analyst jobs look for? The top searched job categories for Wealth Management Analyst jobs are:
Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $74,801 per year, or $36 per hour.

Business Analyst - Wealth Management

BB Insight

Schaumburg, IL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description


Job Summary
We are seeking a detail-oriented and experienced Business Analyst with a strong background in Wealth Management to join our team in Schaumburg, IL. The ideal candidate will bridge the gap between business stakeholders and technology teams, ensuring effective delivery of solutions aligned with wealth management processes, regulatory requirements, and client needs.
Key Responsibilities
  • Collaborate with stakeholders to gather, analyze, and document business requirements for wealth management platforms and initiatives
  • Translate business needs into functional specifications, user stories, and process flows
  • Work closely with product owners, developers, and QA teams to ensure accurate implementation of requirements
  • Analyze existing systems and processes; identify gaps and recommend improvements
  • Support data analysis related to portfolios, client reporting, and financial products
  • Ensure compliance with regulatory standards such as SEC, FINRA, and other financial governance frameworks
  • Facilitate workshops, stakeholder meetings, and UAT (User Acceptance Testing) sessions
  • Create and maintain documentation including BRDs, FRDs, and process maps
  • Monitor project progress and provide regular updates to stakeholders

Required Qualifications
  • Bachelor's degree in Finance, Business Administration, Information Systems, or related field
  • 3-7 years of experience as a Business Analyst in Wealth Management or Financial Services
  • Strong understanding of wealth management concepts such as portfolio management, asset allocation, investment products, and client onboarding
  • Experience with tools such as JIRA, Confluence, SQL, Excel, or similar
  • Excellent analytical, problem-solving, and communication skills
  • Experience working in Agile/Scrum environments

Preferred Qualifications
  • Experience with wealth platforms such as Charles River, Aladdin, or similar
  • Knowledge of data visualization tools (Power BI, Tableau)
  • Familiarity with APIs, system integrations, and digital transformation projects
  • Certifications such as CBAP, CFA (preferred but not mandatory)

Key Skills
  • Requirement Gathering & Analysis
  • Stakeholder Management
  • Financial Domain Expertise (Wealth Management)
  • Data Analysis & Reporting
  • Process Improvement
  • Agile Methodologies

Compensation & Benefits
  • Competitive salary (based on experience)
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Career growth and learning opportunities

About the Role
This role offers an opportunity to work on cutting-edge financial solutions and collaborate with cross-functional teams in a dynamic wealth management environment.

Apply