Salary Range
$25,000 to $100,000+Overview
Wealth management firms oversee the financial affairs of high-net-worth individuals—typically defined as those who have liquid assets of more than $1 million (not including the value of one’s primary residence). The most prestigious private banks and wealth management firms, such as those attached to major investment companies like Citigroup or Goldman Sachs, have much higher minimums, more than $5 million in some cases. Accountants oversee and manage the financial records and operations of their employers. Those in the wealth management (WM) sector are employed directly by WM firms, by accounting firms that provide contracted services to WM firms, and also high-net-worth individuals.
Minimum Education Level
Bachelor's DegreeCertification/License
RecommendedOutlook
About as Fast as the AveragePersonality Traits
Hands On
Organized
Realistic
Career Ladder
Partner
Chief Financial Officer
Controller
Chief Accountant/Auditor
Accountant/Auditor
Related Professions
- Chief Information Officers
- Financial Quantitative Analysts
- Tax Managers
- Wealth Management Analysts
- Wealth Management Associates
- Wealth Management Compliance Professionals
- Wealth Management Investor Relations Specialists
- Wealth Management Lawyers
- Wealth Management Managing Directors
- Wealth Management Risk Managers
- Wealth Management Vice Presidents
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