CrawlJobs Logo
Robert Half Logo Robert Half · IT - Software Development

Wealth Analyst

United States, San Francisco Employment contract, Contract work · Job Posted June 29, 2026
Apply Position
Job Link Share

Job Description

A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.

Job Responsibility

  • Support wealth managers with financial planning, portfolio management, and client service needs
  • Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses
  • Help monitor portfolios, cash levels, trading activity, and rebalancing
  • Prepare client meeting materials and participate in meetings and follow-ups
  • Manage client workflows, account administration, and ongoing communication
  • Partner cross-functionally to support client projects and operational needs

Requirements

  • 2+ years of experience in wealth management, financial planning, or private client services
  • Exposure to financial planning required
  • CFP in progress or already CFP-certified
  • Strong analytical, organizational, and communication skills
  • Comfortable in a collaborative, client-facing environment
  • Knowledge of portfolio management and broader wealth planning concepts
  • Bachelor’s degree required
  • additional designations are a plus

What we offer

  • Bonus
  • Profit sharing
  • Competitive compensation
  • Medical, vision, dental, life and disability insurance for contract/temporary professionals
  • 401(k) plan for contract/temporary professionals
  • Free online training
  • Access to top jobs
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Wealth Analyst

8 matching positions

New

Wealth Analyst

Join a highly respected wealth management firm that advises ultra-high-net-worth...
Location
Location
United States , San Francisco
Salary
Salary:
120000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years in wealth management or financial planning
  • Exposure to financial planning and investment management
  • CFP® designation or actively pursuing CFP coursework
  • Strong analytical, communication, and client-facing skills
  • Someone who enjoys learning, collaborating, and taking ownership
Job Responsibility
Job Responsibility
  • Build and refine comprehensive financial plans
  • Analyze investment portfolios and prepare client recommendations
  • Create portfolio models and performance reports
  • Prepare materials for client meetings and participate in client discussions
  • Partner closely with Wealth Managers on sophisticated planning and investment strategies
What we offer
What we offer
  • Bonus (up to 20%)
  • Profit sharing
  • Partner/ownership track for high performers
  • Excellent work-life balance with a flexible hybrid schedule
  • CFP education sponsorship and ongoing professional development
  • Collaborative culture with approachable leadership and zero bureaucracy
  • Casual work environment where everyone's ideas matter
  • Generous PTO
  • Strong healthcare coverage
  • Parental leave
  • Fulltime
Read More
Arrow Right
New

Wealth Analyst

Join a highly respected wealth management firm that advises ultra-high-net-worth...
Location
Location
United States , San Francisco
Salary
Salary:
120000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years in wealth management or financial planning
  • Exposure to financial planning and investment management
  • CFP® designation or actively pursuing CFP coursework
  • Strong analytical, communication, and client-facing skills
  • Someone who enjoys learning, collaborating, and taking ownership
Job Responsibility
Job Responsibility
  • Build and refine comprehensive financial plans
  • Analyze investment portfolios and prepare client recommendations
  • Create portfolio models and performance reports
  • Prepare materials for client meetings and participate in client discussions
  • Partner closely with Wealth Managers on sophisticated planning and investment strategies
What we offer
What we offer
  • Bonus (up to 20%)
  • Profit Sharing
  • Partner/ownership track for high performers
  • Excellent work-life balance
  • CFP education sponsorship
  • Ongoing professional development
  • Collaborative culture
  • Casual work environment
  • Generous PTO
  • Strong healthcare coverage
  • Fulltime
Read More
Arrow Right
New

Wealth Analyst

Join a highly respected wealth management firm that advises ultra-high-net-worth...
Location
Location
United States , Foster City
Salary
Salary:
120000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years in wealth management or financial planning
  • Exposure to financial planning and investment management
  • CFP® designation or actively pursuing CFP coursework
  • Strong analytical, communication, and client-facing skills
  • Someone who enjoys learning, collaborating, and taking ownership
Job Responsibility
Job Responsibility
  • Build and refine comprehensive financial plans
  • Analyze investment portfolios and prepare client recommendations
  • Create portfolio models and performance reports
  • Prepare materials for client meetings and participate in client discussions
  • Partner closely with Wealth Managers on sophisticated planning and investment strategies
What we offer
What we offer
  • Profit sharing
  • Annual bonus
  • Excellent work-life balance with a flexible hybrid schedule
  • CFP education sponsorship and ongoing professional development
  • Collaborative culture with approachable leadership and zero bureaucracy
  • Casual work environment where everyone's ideas matter
  • Generous PTO
  • Strong healthcare coverage
  • Parental leave
  • Charitable gift matching
  • Fulltime
Read More
Arrow Right

Wealth Analyst

Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in wealth management, financial planning, or private client services
  • Exposure to financial planning required
  • CFP in progress or already CFP-certified
  • Strong analytical, organizational, and communication skills
  • Comfortable in a collaborative, client-facing environment
  • Knowledge of portfolio management and broader wealth planning concepts
  • Bachelor’s degree required
  • additional designations are a plus
Job Responsibility
Job Responsibility
  • Support wealth managers with financial planning, portfolio management, and client service needs
  • Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses
  • Help monitor portfolios, cash levels, trading activity, and rebalancing
  • Prepare client meeting materials and participate in meetings and follow-ups
  • Manage client workflows, account administration, and ongoing communication
  • Partner cross-functionally to support client projects and operational needs
  • Fulltime
Read More
Arrow Right

Senior Wealth Analyst

Our client is a leading wealth management firm dedicated to helping ultra-high-n...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • CFP® certification preferred
  • 3+ years of experience in financial services, ideally within an RIA
  • Exposure to estate planning and financial scenario modeling
  • Familiarity with tools such as eMoney, MGP, Holistiplan, and Salesforce preferred
  • Strong analytical, organizational, and communication skills
  • Self-motivated and collaborative team player
Job Responsibility
Job Responsibility
  • Support Wealth Advisors in delivering high-level client service and financial planning
  • Gather and analyze client data to build and refine financial plans
  • Prepare planning analyses and investment recommendations using financial planning tools
  • Assist with portfolio monitoring, account maintenance, and client requests
  • Support proposal development for prospective clients
  • Maintain organized client records within Salesforce
What we offer
What we offer
  • Base + Excellent Perks
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Senior Wealth Analyst

Break into UHNW Wealth Management — Senior Wealth Analyst. Jennifer Fukumae at R...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ~3+ years in wealth management, preferably with HNW/UHNW clients
  • CFP (or close to completion)
  • Strong communication skills and client-facing mindset
  • Detail-oriented with solid analytical and organizational abilities
  • Comfortable working independently and as part of a team
  • Experience with tools like eMoney, Holistiplan, or Salesforce is a plus
  • Proficient in Excel
Job Responsibility
Job Responsibility
  • Support Wealth Advisors in delivering a high-touch client experience
  • Gather and organize client data to build financial plans and investment proposals
  • Prepare analyses across cash flow, investments, tax, estate, and risk planning
  • Update plans in financial planning software and incorporate advisor/client feedback
  • Assist with portfolio monitoring, account maintenance, and follow-ups after meetings
  • Manage tasks and client records in CRM (e.g., Salesforce)
  • Coordinate with internal teams to keep deliverables on track
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
  • Free online training
  • Access to top jobs
  • Competitive compensation
Read More
Arrow Right

Sr Risk Management Analyst - Wealth Management

Voya Financial is seeking a Senior Risk Analyst for the Voya Financial Risk Mana...
Location
Location
United States , Boston
Salary
Salary:
120000.00 - 145000.00 USD / Year
voya.com Logo
Voya Financial
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Economics, Risk Management, or related field (Master’s preferred)
  • Professional certifications such as FRM (Financial Risk Manager), CFA (Chartered Financial Analyst), or PRM (Professional Risk Manager) are strongly preferred
  • 7+ years of experience in risk management within financial services, ideally in wealth management or investment advisory
  • Strong understanding of investment products (equities, fixed income, alternatives, structured products)
  • Knowledge of regulatory frameworks (SEC, FINRA, Basel III, Dodd-Frank)
  • Advanced proficiency in risk modeling, stress testing, and scenario analysis
  • Excellent communication, presentation, and stakeholder management skills
  • Proactive and practical attitude
  • Strong verbal and written communication skills
  • Curiosity about our business and industry
Job Responsibility
Job Responsibility
  • Conduct quantitative and qualitative risk assessments across portfolios, investment strategies, and client accounts
  • Monitor market, credit, liquidity, and operational risks impacting wealth management activities
  • Develop and maintain risk dashboards, metrics, and reporting tools for senior management
  • Enhance risk management frameworks, policies, and procedures tailored to wealth management services
  • Recommend improvements to risk governance structures and escalation protocols
  • Partner with advisors, and business teams to evaluate risk exposures in investment strategies
  • Provide risk insights to support decision-making in client portfolio construction and product development
  • Act as a subject matter expert on risk issues for cross-functional teams
  • Prepare detailed risk reports for senior leadership, risk committees, and board presentations
  • Communicate complex risk concepts clearly to both technical and non-technical stakeholders
What we offer
What we offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
  • Paid volunteer time — 40 hours per calendar year
  • Fulltime
Read More
Arrow Right

Senior Wealth Analyst

We are looking for a Senior Wealth Analyst to join a client-focused wealth manag...
Location
Location
United States , Boston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2–3 years of experience in financial planning, private wealth management, or a related client service role
  • Demonstrated ability to analyze financial information and translate findings into clear, well-organized deliverables
  • Strong verbal and written communication skills with the confidence to interact professionally with high-net-worth clients and internal partners
  • Experience using financial planning software and wealth management technology platforms
  • familiarity with firm-specific tools is a plus
  • Excellent organizational skills with the ability to manage multiple priorities while maintaining accuracy and follow-through
  • High standards of professionalism, sound judgment, and discretion when handling sensitive client information
  • Close attention to detail and a commitment to delivering consistent, high-quality client service
Job Responsibility
Job Responsibility
  • Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies
  • Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations
  • Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs
  • Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists
  • Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients
  • Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience
  • Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current
  • Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right