240 wealth analyst jobs at 65 companies in United States
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Wealth Analyst
Chicago, Illinois, United States
$75k-$100k/yr HybridFull Time
3+ YOE3+ years wealth management experience, bachelor’s in finance/financial planning/accounting/business, CFP preferred, strong tax/investment/estate knowledge, eMoney and CRM experience, strong communication and analytical skills.
eMoney, CRM
3w
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Wealth Analyst
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOE1–3 years experience in advisory or client support preferred; Series 65 or willingness to obtain; experience with planning and CRM software; strong client service and communication skills.
eMoney, MoneyGuide Pro, CRM, Charles Schwab, Fidelity (Wealthscape)
3mo
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Wealth Analyst
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
4+ YOEBachelor's in finance or related field; 4-6 years client service/financial planning; MS Office; CFP/CPA/CFA preferred.
Microsoft Office, Financial software
3d
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Wealth Advisor Analyst
Pinedale, Wyoming, United States
$59k-$78k/yr OnsiteFull Time
0+ YOERequires 0–3 years of wealth management or financial planning experience, strong organization and interpersonal skills, financial planning workflow knowledge, and CRM experience preferred. Bachelor's degree and CFP designation preferred.
CRM, Financial planning tools
2mo
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Wealth Advisory Analyst - Vigilant Wealth Management
Portland, Maine, United States
$60k/yr HybridFull Time
0+ YOE0-5 years wealth management experience preferred; bachelor\u0002s degree in finance/economics a plus; proficiency in Microsoft Office; open to learning Tamarac Suite; CRM experience and strong communication skills required.
Microsoft Office, Tamarac Suite, SalesForce, WebEx, Schwab Institutional, Wealthscape
2mo
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Wealth Management Risk Analyst
Los Angeles, California, United States
$71k-$75k/yr OnsiteFull Time
1+ YOEBA/BS in related field, 1-2 years professional experience, knowledge of wealth management products and FX/banking, advanced Excel and VBA, strong communication skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, VBA
1w
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Wealth Planning Analyst
Saratoga Springs, New York, United States
$75k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ years experience, working knowledge of Microsoft Office, eMoney preferred, CFP preferred, strong analytical, communication, and organizational skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, eMoney
6d
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65, financial products knowledge, MS Office proficiency, organization, communication, and client service skills.
Microsoft Excel, Microsoft Office, MS Online
3mo
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Family Wealth Analyst
Conshohocken, Pennsylvania, United States
OnsiteFull Time
2+ YOEBachelor's degree in Accounting, Finance, Economics or related field; 2+ years in client-focused professional services; strong computer skills and financial analysis experience.
Microsoft Word, Microsoft Outlook, Microsoft Excel, PowerPoint, Financial analysis software
1w
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Private Wealth Analyst
Los Angeles, California, United States
$87k-$139k/yr OnsiteFull Time
3+ YOERequires 3 years in investments, financial planning, or financial services; 3 years using Excel and PowerPoint; professional team experience; FINRA Series 7 and 66 or ability to obtain.
Microsoft Excel, Microsoft PowerPoint, Bloomberg, Morningstar Advisor, eMoney
2w
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Wealth Planning Analyst
Florham Park, New Jersey, United States
$68k-$80k/yr OnsiteFull Time
Bachelor's in finance or related preferred, internship experience in financial planning, commitment to pursue Series 65, proficiency in Microsoft Office and planning software, strong communication and analytical skills.
eMoney, Holistiplan, Nitrogen, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years relevant experience, SIE/Series licenses preferred, CFP preferred, strong client service, Excel and PowerPoint skills, experience with financial planning software.
Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles
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Wealth Management Analyst
New York, New York, United States
$75k-$125k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63+65 required; four-year degree or professional certification preferred; proficiency with MS Excel and firm platforms; strong communication and organizational skills.
Microsoft Excel, MS Office, MS Online
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Private Wealth Analyst / Internal Sales Specialist
New York City, New York, United States
$150k-$175k/yr OnsiteFull Time
2+ YOEBachelor's degree required, ~2+ years financial services experience (wealth management or alternatives distribution), familiarity with alternative investments, CRM experience (Altvia), strong communication and organizational skills, able to work in NYC office 4-5 days/week.
CRM, Altvia
2w
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Analyst - Wealth Management
New York City, New York, United States
$115k-$149k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5–7 years of relevant wealth management, WealthTech, consulting, financial technology, or strategy experience, plus strong research, analytical, writing, and presentation skills.
AI
1mo
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Wealth Planning & Investment Analyst
Green Bay, Wisconsin, United States
OnsiteFull Time
0+ YOEUndergraduate degree in business-related field preferred; 0–2 years financial services experience; Series 7 and 66 preferred; strong Excel skills; knowledge of investment and asset management; confidentiality and communication skills.
Microsoft Excel, Salesforce, Orion, Envestnet
1w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
3mo
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Governance Risk Compliance Wealth Management Analyst
Hoover, Alabama, United States
$63k-$78k/yr OnsiteFull Time
3+ YOEBachelor’s degree with 3 years in finance, risk, or operations; or high school/GED with 7 years’ experience in the same areas.
GRC platforms, Risk management systems, Regulatory/inventory tooling
5d
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Wealth Portfolio Management Analyst I
Dallas, Texas, United States
OnsiteFull Time
Bachelor’s degree in finance or related field; knowledge of macroeconomics, financial markets, and securities; strong communication, analytical, and organizational skills; Microsoft applications proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, FactSet, Bloomberg
1mo
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Advice and Financial Planning Wealth Management Analyst
Atlanta or Charlotte or Richmond
$87k-$164k/yr OnsiteFull Time
Advanced professional credential (e.g., JD, CFP, CPA) or equivalent, professional financial planning experience for affluent clients, expert-level knowledge of tax, investments, retirement and estate planning, strong communication and Microsoft Office skills, bachelor’s degree required.
Microsoft Office Suite, WebEx
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