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Wealth Management Operation Analyst Jobs (NOW HIRING)

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

... operational support so the advisor can focus on clients and growth.About StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth ...

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Wealth Management Operation Analyst information

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$35.5K

$115.9K

$139K

How much do wealth management operation analyst jobs pay per year?

As of Sep 13, 2026, the average yearly pay for wealth management operation analyst in the United States is $115,859.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,500.00 and $138,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Operation Analyst vs Financial Operations Associate?

AspectWealth Management Operation AnalystFinancial Operations Associate
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, finance or related certifications often preferred
Work EnvironmentFinancial institutions, wealth management firmsBanking, investment firms, financial services
Employer & Industry UsagePrimarily in wealth management and private bankingBroader financial services, including banking and asset management
Common Search & Comparison IntentUnderstanding role differences, career pathsComparing job responsibilities and qualifications

The Wealth Management Operation Analyst focuses on supporting wealth management services, client portfolios, and compliance within wealth firms. The Financial Operations Associate handles broader financial transactions, account management, and operational support across various financial institutions. While both roles require similar credentials and work in related environments, their specific responsibilities and industry focus differ.

What cities are hiring for Wealth Management Operation Analyst jobs?

Cities with the most Wealth Management Operation Analyst job openings:

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

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

Wealth Management Consultant

Carmel, IN • On-site

WealthBridge Financial Group
Finance and Insurance • 51 - 200 employees
Learn more about WealthBridge Financial Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

New

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Wealth Management Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits
  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply