Wealth Management Analyst Jobs
Wealth Management Analyst jobs are open across private banking, asset management, insurance, and registered investment advisory firms, from entry-level to senior analyst, with specializations in portfolio analysis, financial planning, and client reporting. Find a role that fits below and apply directly.
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Showing 5 of 1,306+ Wealth Management Analyst jobs
Overview
At MassMutual, our wealth management offering is more than just a suite of products—it’s a mission to empower our network of financial professionals and advisors to help clients build lasting legacies. The MassMutual Wealth Management team plays a pivotal role in helping them elevate their practices. We’re proud of our growing portfolio of investment and protection solutions, which enable them to deliver personalized, holistic guidance that spans generations.
Job Description
Business Analyst, Wealth Management
MMLIS Advisor Loans & Transitions
Full-time, Boston or Springfield, MA
The Opportunity
The Business Analyst will support Wealth Management through financial analysis, business insights, and data-driven decision support, with a primary focus on the MMLIS Advisor Loan Program. Partnering closely with the Head of MMLIS Advisor Loan Programs, the analyst will evaluate EXP GDC Wealth recruits and Practice Acquisition opportunities through practice assessments, financial modeling, loan structuring, break-even and sensitivity analysis, data visualization, and coordination with key home office partners.
The role will also support broader Wealth Management priorities by analyzing business performance, growth opportunities, trends, and strategic initiatives, while identifying opportunities to use data, technology, AI, and robotics to improve the efficiency and effectiveness of the Advisor Loan Program.
The Team
You will be part of a team focused on growing and strengthening the Wealth Management business. The team works across advisor recruiting and acquisitions, business performance, strategic initiatives, and other priorities that support advisor growth and net flows.
The Impact
MMLIS Advisor Loan Program
- Support the Head of MMLIS Advisor Loan Programs with analytics, financial modeling, and business insights across the advisor loan programs administered through MMLIS.
- Develop detailed financial assessments for EXP GDC Wealth recruits and Practice Acquisition candidates, including deal economics, loan structures, break-even analysis, profitability, and sensitivity modeling.
- Gather and analyze financial, advisor, practice, and loan data throughout the recruit and acquisition process to support informed and timely deal decisions.
- Translate loan profitability requirements and complex financial results into clear insights for business leaders and governance teams.
- Develop and maintain dashboards and visualizations that provide a clear view of deal activity, program performance, economics, trends, and key measures. Build and maintain data models that bring together information from multiple sources and support consistent analysis across the loan program.
- Use SQL, Python, and other analytical tools to work with large and complex datasets, automate analysis, and improve the speed and quality of business insights.
- Help drive the team's AI, automation, and robotics strategy, identifying manual or repetitive processes that can be simplified or automated and partnering with appropriate technology teams to implement solutions.
- Develop analytical tools and automated workflows that improve the efficiency, consistency, and scalability of the loan and deal-assessment process.
- Support the administration, configuration, testing, and ongoing enhancement of analytics tools and platforms used by the team.
- Develop presentation and decision-support materials for Advisor Loan Program discussions and governance meetings.
Wealth Management Business Insights
- Support broader Wealth Management analysis as business needs and priorities evolve.
- Analyze large and complex financial, operational, advisor, and business datasets to identify trends, opportunities, risks, and drivers of performance.
- Develop data models, analytical approaches, dashboards, and visualizations that give leaders greater insight into Wealth Management performance.
- Use advanced analytical techniques and programming tools to explore business questions that cannot be answered through traditional analysis alone.
- Develop business cases, scenario analyses, and financial models to support Wealth Management initiatives and investment decisions.
- Identify and develop KPIs and other measures that help leaders understand business performance and progress against key priorities.
- Work with business partners to understand the question being asked, determine the appropriate data and analytical approach, and translate the results into practical recommendations.
- Create clear presentations and visualizations that communicate complex analysis in a way that is easy for business leaders to understand and act on.
The Minimum Qualifications
- Bachelor's degree or 5+ years of professional business experience.
- 3+ years of experience in business analytics, data analytics, financial analysis, and/or business intelligence.
- 1+ year Experience with SQL and Python for data analysis, manipulation, or automation.
- 1+ year Experience developing dashboards and data visualizations using Power BI, Tableau, or a comparable business intelligence platform.
- 3+ years of Microsoft Excel, including experience with financial and analytical modeling.
The Ideal Qualifications
- Experience in financial services, Wealth Management, lending, or a related business.
- Experience developing financial models, scenario analyses, business cases, or deal assessments.
- Experience developing and automating dashboards, analytics, or recurring analytical processes.
- Experience with the administration or configuration of analytics and business intelligence platforms.
- Experience applying AI, automation, or robotics to business processes or analytical workflows.
- Ability to write and maintain SQL queries and use Python to analyze data and automate analytical processes.
- Strong understanding of data structure, data quality, and analytical methodologies.
- Ability to take a business question, determine the appropriate analytical approach, and turn the results into a straightforward recommendation.
- Ability to communicate technical concepts and complex analysis to non-technical audiences.
- Strong written and verbal communication skills and the ability to work effectively across business and technical teams.
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
- Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
- A collaborative environment where perspectives are welcomed
- Access to learning, development, and internal networks that support continuous growth and skill-building over time
- Employee-led communities and forums that foster connection, learning, and inclusion across the organization
- A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
#LI-JF1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $102,500-$134,500
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below.
Paid Time Off
- In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.
Health & Well-Being
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.
Financial Well-Being
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.
Taking Care
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.
Giving Back
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.
Commuter Benefits
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
Overview
At MassMutual, our wealth management offering is more than just a suite of products—it’s a mission to empower our network of financial professionals and advisors to help clients build lasting legacies. The MassMutual Wealth Management team plays a pivotal role in helping them elevate their practices. We’re proud of our growing portfolio of investment and protection solutions, which enable them to deliver personalized, holistic guidance that spans generations.
Job Description
Business Analyst, Wealth Management
MMLIS Advisor Loans & Transitions
Full-time, Boston or Springfield, MA
The Opportunity
The Business Analyst will support Wealth Management through financial analysis, business insights, and data-driven decision support, with a primary focus on the MMLIS Advisor Loan Program. Partnering closely with the Head of MMLIS Advisor Loan Programs, the analyst will evaluate EXP GDC Wealth recruits and Practice Acquisition opportunities through practice assessments, financial modeling, loan structuring, break-even and sensitivity analysis, data visualization, and coordination with key home office partners.
The role will also support broader Wealth Management priorities by analyzing business performance, growth opportunities, trends, and strategic initiatives, while identifying opportunities to use data, technology, AI, and robotics to improve the efficiency and effectiveness of the Advisor Loan Program.
The Team
You will be part of a team focused on growing and strengthening the Wealth Management business. The team works across advisor recruiting and acquisitions, business performance, strategic initiatives, and other priorities that support advisor growth and net flows.
The Impact
MMLIS Advisor Loan Program
- Support the Head of MMLIS Advisor Loan Programs with analytics, financial modeling, and business insights across the advisor loan programs administered through MMLIS.
- Develop detailed financial assessments for EXP GDC Wealth recruits and Practice Acquisition candidates, including deal economics, loan structures, break-even analysis, profitability, and sensitivity modeling.
- Gather and analyze financial, advisor, practice, and loan data throughout the recruit and acquisition process to support informed and timely deal decisions.
- Translate loan profitability requirements and complex financial results into clear insights for business leaders and governance teams.
- Develop and maintain dashboards and visualizations that provide a clear view of deal activity, program performance, economics, trends, and key measures. Build and maintain data models that bring together information from multiple sources and support consistent analysis across the loan program.
- Use SQL, Python, and other analytical tools to work with large and complex datasets, automate analysis, and improve the speed and quality of business insights.
- Help drive the team's AI, automation, and robotics strategy, identifying manual or repetitive processes that can be simplified or automated and partnering with appropriate technology teams to implement solutions.
- Develop analytical tools and automated workflows that improve the efficiency, consistency, and scalability of the loan and deal-assessment process.
- Support the administration, configuration, testing, and ongoing enhancement of analytics tools and platforms used by the team.
- Develop presentation and decision-support materials for Advisor Loan Program discussions and governance meetings.
Wealth Management Business Insights
- Support broader Wealth Management analysis as business needs and priorities evolve.
- Analyze large and complex financial, operational, advisor, and business datasets to identify trends, opportunities, risks, and drivers of performance.
- Develop data models, analytical approaches, dashboards, and visualizations that give leaders greater insight into Wealth Management performance.
- Use advanced analytical techniques and programming tools to explore business questions that cannot be answered through traditional analysis alone.
- Develop business cases, scenario analyses, and financial models to support Wealth Management initiatives and investment decisions.
- Identify and develop KPIs and other measures that help leaders understand business performance and progress against key priorities.
- Work with business partners to understand the question being asked, determine the appropriate data and analytical approach, and translate the results into practical recommendations.
- Create clear presentations and visualizations that communicate complex analysis in a way that is easy for business leaders to understand and act on.
The Minimum Qualifications
- Bachelor's degree or 5+ years of professional business experience.
- 3+ years of experience in business analytics, data analytics, financial analysis, and/or business intelligence.
- 1+ year Experience with SQL and Python for data analysis, manipulation, or automation.
- 1+ year Experience developing dashboards and data visualizations using Power BI, Tableau, or a comparable business intelligence platform.
- 3+ years of Microsoft Excel, including experience with financial and analytical modeling.
The Ideal Qualifications
- Experience in financial services, Wealth Management, lending, or a related business.
- Experience developing financial models, scenario analyses, business cases, or deal assessments.
- Experience developing and automating dashboards, analytics, or recurring analytical processes.
- Experience with the administration or configuration of analytics and business intelligence platforms.
- Experience applying AI, automation, or robotics to business processes or analytical workflows.
- Ability to write and maintain SQL queries and use Python to analyze data and automate analytical processes.
- Strong understanding of data structure, data quality, and analytical methodologies.
- Ability to take a business question, determine the appropriate analytical approach, and turn the results into a straightforward recommendation.
- Ability to communicate technical concepts and complex analysis to non-technical audiences.
- Strong written and verbal communication skills and the ability to work effectively across business and technical teams.
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
- Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
- A collaborative environment where perspectives are welcomed
- Access to learning, development, and internal networks that support continuous growth and skill-building over time
- Employee-led communities and forums that foster connection, learning, and inclusion across the organization
- A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
#LI-JF1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $102,500-$134,500
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below.
Paid Time Off
- In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.
Health & Well-Being
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.
Financial Well-Being
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.
Taking Care
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.
Giving Back
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.
Commuter Benefits
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
See All 1,306+ Wealth Management Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsWealth Management Analyst Job Market
Who's Hiring
- JPMorganChase426
- PNC Financial Services127
- Bank of America116
- U.S. Bank77
- Morgan Stanley39
Top Industries Hiring
- Banking & Financial Services50
- Investment & Asset Management18
- Insurance16
- Fintech5
- Law & Legal Services1
What Employers Look For
The qualifications that appear most often in wealth management analyst jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in Excel including financial modeling and portfolio reporting
- FINRA Series 7 or Series 65 license, or progress toward obtaining one
- Experience with portfolio management or financial planning software
- Strong written and verbal communication skills for client-facing reporting
- Familiarity with CRM platforms and client data management workflows
Tips for Your Wealth Management Analyst Job Search
Tailor your resume to each firm type
A bulge-bracket bank and an independent RIA look for different things. Emphasize AUM support and compliance familiarity for wirehouses, and client-facing relationship skills for boutique firms. Matching your language to the employer's model gets you past the first screen.
Earn the right certifications early
Many wealth management analyst postings list the Series 65 or Series 7 as preferred or required. Clearing even one of these before you apply puts you ahead of candidates who list them as in progress and signals genuine commitment to the field.
Apply early to roles that fit
Migrate Mate lists 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.
Show portfolio construction skills concretely
Generic phrases like 'assisted with investment analysis' do not stand out. Name the asset classes you worked with, the tools you used, and the client segment you supported. Reviewers scan for specifics that confirm you can step in without extensive ramp-up.
Prepare for case-style interview questions
Wealth management analyst interviews often include a client scenario where you must recommend an asset allocation given a risk profile and time horizon. Practice walking through your reasoning aloud, not just arriving at an answer, because interviewers are evaluating your process as much as the conclusion.
Follow up after interviews with a relevant observation
A generic thank-you email rarely moves the needle. Reference a specific topic from the interview, then briefly connect it to something current in the markets or in the firm's publicly stated investment philosophy. It demonstrates the analytical instinct the role demands.
Wealth Management Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most wealth management analysts?
JPMorganChase, PNC Financial Services, and Bank of America are hiring the most wealth management analysts right now, with openings concentrated in New York, Illinois, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is strongest at wirehouse banks, regional broker-dealers, and independent advisory firms with growing AUM.
How many wealth management analyst jobs are remote?
About 50% of wealth management analyst openings are fully remote or hybrid as of November 2026, with the highest remote share in financial planning and portfolio reporting roles that do not require daily in-person client contact. Roles with heavy client relationship responsibilities tend to remain office-based.
How do you become a wealth management analyst?
Start with a bachelor's degree in finance, economics, accounting, or a related field. Pursue relevant licenses such as the Series 65 or Series 7 to meet regulatory requirements for most advisory roles. Internships at RIAs, broker-dealers, or private banks build the hands-on experience employers expect, and earning a CFP designation over time accelerates advancement into senior analyst and advisory positions.
Can you get a wealth management analyst job with little experience?
Yes, many firms hire entry-level analysts directly from undergraduate programs, particularly candidates who interned in financial services or completed coursework in portfolio management. Demonstrating proficiency in Excel-based financial modeling, showing progress toward a licensing exam, and targeting smaller RIAs or regional banks where junior analysts take on broader responsibilities early all improve your chances without an extensive resume.
What does the wealth management analyst interview process look like?
Most firms run two to four rounds beginning with a phone or video screen focused on your background and motivation, followed by a technical interview covering financial concepts, portfolio construction basics, and Excel or modeling skills. Final rounds typically include a case study or client scenario exercise and a meeting with senior advisors or a team lead who assesses your communication style and client-readiness.
Where can I find and apply to wealth management analyst jobs?
You can find and apply to wealth management analyst jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience level and specialization, then apply directly to each one that fits.
See All 1,306+ Wealth Management Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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