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Wealth Management Analysts

Overview

Wealth management analysts are entry-level professionals who assist associates and partners by conducting financial research, performing basic financial modeling, and handling a variety of administrative and support duties (i.e., creating PowerPoint presentations, organizing presentation materials, fetching lunch, making photocopies, etc.). 

Salary Range

$25,000 to $100,000+

Minimum Education Level

Bachelor's Degree

Certification/License

Recommended

Outlook

Faster than the Average
Personality Traits

Enterprising

Hands On

Organized

Career Ladder
Managing Director

Partner

Chief Investment Officer/Lead Portfolio Manager

Associate

Analyst

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