Employers
Accountants and auditors work for wealth management firms, banks, robo-advisory firms, and independent wealth managers. They also are employed by public accounting firms (such as Deloitte, Ernst & Young, PricewaterhouseCoopers, and KPMG) that provide accounting services to WM companies. Outside the WM industry, many accountants and auditors work for businesses of all sizes, at nonprofits, and for government agencies such as the U.S. Government Accountability Office and the U.S. Department of Commerce.
Starting Out
A good way to break into the field is to participate in an internship at a wealth management firm or a bank that has a WM department. Participating in internships allows you to try out different jobs, build your network, and have the opportunity to impress the internship director and your managers with your work-ethic and enthusiasm for a career in wealth management. Your college’s career services office has information on internships. The Career Tools section of the American Institute of Certified Public Accountants' Web site (https://www.thiswaytocpa.com/career-tools/articles) provides details on job-search strategies, writing effective resumes and cover letters, and preparing for job interviews.
Visit the Web sites of wealth management employers to learn about job opportunities. At many sites, you can apply for jobs. Some new accounting graduates hire recruiters to assist them in the job search.
- 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
