Entry-level accountants and auditors should have completed at least one internship or co-operative educational experience at a wealth management firm or a major public accounting firm during college. For management-level positions, you’ll need at least three to five years of accounting or auditing experience at a WM firm, a bank, Big Four public accounting firm, or a Fortune 500 corporation.
Successful accountants and auditors have strong communication, project management, organizational, time-management, and problem-solving skills; mathematical and analytical acumen; honesty and strong ethics; and the ability to work both independently and as a member of a team. They also must have knowledge of Generally Accepted Accounting Principles, financial reporting and financial products (e.g., equities, futures, etc.). and the use of accounting software and databases and office software (e.g., PowerPoint, Excel, and Word).
Accountants and auditors must also keep abreast of constantly changing technology. According to Robert Half, "as cloud computing, machine learning, artificial intelligence (AI) and other technology advancements change the way work gets done, more hiring managers are assessing job candidates' knowledge of data analytics, cloud-based systems, enterprise resource planning (ERP) systems and emerging tools."
- 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
