Private Wealth Management Analyst Jobs
Private Wealth Management Analyst jobs are open across wealth management firms, private banks, family offices, and brokerage houses, from entry-level analyst to senior associate, with specializations in portfolio analytics, estate planning, and client relationship support. Scan the live roles below and apply to whichever ones fit.
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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $116,229.38 USD
Median $167,611.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $116,229.38 USD
Median $167,611.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Private Wealth Management Analyst Jobs by Experience Level
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Find JobsPrivate Wealth Management Analyst Job Market
Who's Hiring
- JPMorganChase329
- Goldman Sachs31
- U.S. Bank26
- Morgan Stanley19
- Bank of America17
Top Industries Hiring
- Banking & Financial Services45
- Investment & Asset Management18
- Fintech4
- Accounting & Auditing1
What Employers Look For
The qualifications that appear most often in private wealth management analyst jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Series 7 and Series 66 licenses or willingness to obtain them
- Proficiency in financial planning and portfolio management software
- Experience preparing client performance reports and investment summaries
- Strong Excel modeling skills for portfolio analysis and scenario planning
- Familiarity with estate planning, trust structures, or tax-efficient investing strategies
Tips for Your Private Wealth Management Analyst Job Search
Tailor your resume to AUM scale
Hiring managers at private wealth firms want to see the size of portfolios you've supported. Mention assets under management figures, client tier, or the complexity of household structures you've worked with, even in internship or junior roles.
Highlight your Series licenses upfront
Many private wealth management analyst postings filter candidates by licensing before reviewing experience. Put your Series 7, Series 66, or other FINRA licenses in a dedicated credentials line near the top of your resume, not buried in a skills section.
Apply early to roles that fit
Migrate Mate lists private wealth management analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by client segment
Job descriptions for private wealth management analysts differ sharply by client focus. Ultra-high-net-worth roles emphasize trust and estate work, while mass-affluent roles lean toward financial planning tools. Match your application materials to the segment the employer explicitly names.
Prepare for case-style portfolio questions
Interviews at wealth management firms frequently include a hypothetical client scenario where you allocate assets or recommend a rebalancing strategy. Practice walking through your reasoning aloud, explaining the tradeoffs between asset classes for different risk profiles and time horizons.
Negotiate your study support and licensing timeline
If you're pre-licensed, ask during the offer stage whether the firm sponsors exam fees and whether licensing is required before you start or within a set window. This affects your start date and onboarding workload and is a standard negotiating point in this role.
Private Wealth Management Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most private wealth management analysts?
The most active employers for private wealth management analysts right now are JPMorganChase, Goldman Sachs, and U.S. Bank, and the most openings are in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated at national wirehouses and regional independent advisory firms.
How many private wealth management analyst jobs are remote?
About 53% of private wealth management analyst openings are fully remote or hybrid as of November 2026, though fully remote roles are less common than in other finance functions because client-facing work is central to this role. Portfolio reporting, financial modeling, and administrative support tasks tend to appear in the most flexible arrangements.
How do you become a private wealth management analyst?
Start with a bachelor's degree in finance, economics, or accounting, then pursue FINRA licensing, typically the Series 7 and Series 66. Build foundational experience through internships at brokerage firms, banks, or registered investment advisors. Develop proficiency with financial planning software and client reporting tools, and work toward the CFP or CFA designation to advance into senior advisory roles.
Can you get hired as a private wealth management analyst with little experience?
Yes, many firms hire analysts directly from undergraduate programs, particularly candidates who completed internships in financial services or passed at least one FINRA exam before graduating. Emphasize your coursework in investments or personal finance, any client-facing experience in a service role, and your willingness to pursue licensing immediately. Smaller independent advisory firms often offer more entry-level flexibility than large wirehouses.
What does the private wealth management analyst interview process look like?
The process typically begins with a recruiter or HR screen focused on licensing status and background, followed by a technical interview covering portfolio construction, asset allocation basics, and financial planning concepts. A final round often includes a case study or hypothetical client scenario and a meeting with senior advisors who assess your communication style and client service instincts.
Where can I find and apply to private wealth management analyst jobs?
You can find and apply to private wealth management analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and preferred location, then apply directly to each listing that fits.
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