34 wealth management analyst jobs at 11 companies in California
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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
3d
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Wealth Management Analyst
San Francisco, 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 licenses, financial products knowledge, MS Office proficiency, and strong organizational and client service skills.
Microsoft Excel, MS Online
3d
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Wealth Management Analyst
San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services knowledge, MS Office and Excel proficiency, and strong client service skills.
Microsoft Office, Microsoft Excel, MS Online
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
1mo
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years relevant experience, SIE/Series 7/66 (or 63/65) preferred, CFP preferred, strong client service, Microsoft Excel/PowerPoint and financial planning software proficiency.
Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
3d
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Wealth Analyst (Seattle)
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yr HybridFull Time
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Microsoft Office Suite
1w
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles, California, United States
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1-3 years client service/financial industry experience; able to work in fast-paced environment; strong communication and organizational skills; SIE, Series 7 and 63 required within 3 months of employment.
1mo
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Asset-Wealth & Capital Management BA
Boston or Charlotte or Dallas or Jersey City or Los Angeles or New York or Tampa
$79k-$137k/yr OnsiteFull Time
Experience in asset/wealth/capital markets, Scrum Master knowledge, data analytics and SQL experience, bachelor's degree or equivalent, strong communication and documentation skills, US work authorization without sponsorship.
SQL Server - Analytics, Agile Management Tools
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2027 Asset & Wealth Management Risk Full Time Analyst Program
Columbus or New York City or San Francisco
$100k-$110k/yr OnsiteFull Time
Pursuing a Bachelor's or Master's degree with graduation Dec 2026–Jun 2027; U.S. work authorization required; participation in a nine-week analyst program with training and mentorship.
1w
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteFull Time, Internship
0+ YOECurrently pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.2 GPA, English proficiency, financial markets interest, communication skills, teamwork, multitasking, and Microsoft Excel proficiency.
Microsoft Excel
1w
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteInternship, Full Time
0+ YOECurrent undergraduate student at an accredited four-year university with a minimum 3.2 GPA, English proficiency, financial markets interest, communication skills, Microsoft Excel proficiency, and ability to multitask.
Microsoft Excel
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Client Service Analyst - Investments
Los Angeles, California, United States
$69k-$128k/yr OnsiteFull Time
4+ YOE4+ years relevant experience and a post-secondary degree or equivalent; in-depth financial planning and wealth management knowledge; strong communication, analytical and collaboration skills; proficiency with office and sales software.
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Regional Marketing Senior Lead Analyst
San Francisco, California, United States
$164k-$245k/yr HybridFull Time
10+ YOE10+ years marketing experience in financial services/wealth management preferred; Bachelor’s degree; strong events, content, digital and CRM (Salesforce) skills; ability to mentor, engage senior stakeholders, and travel ~20%.
Salesforce
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