Exploring This Job
Talk with wealth management accountants, or those working in other industries, about their careers. Ask your accounting teacher to help arrange some information interviews. Join business and finance clubs in high school and college. Offer to manage the finances of a school club to get experience working with budgets, paying bills, and managing financial records. Check out the career Web sites of major wealth management banks such as UBS, Morgan Stanley, J.P. Morgan, and Bank of America Merrill Lynch to learn about potential career paths, key skills for work success, and typical work environments. Finally, check out the following resources to learn more about WM and accounting.
- Accounting Today-Wealth Management: https://www.accountingtoday.com/financial-planning
- Start Here, Go Places: https://www.startheregoplaces.com/students
- Accounting For Dummies (For Dummies, 2013)
- Accounting Glossary: https://www.startheregoplaces.com/students/games-tools/glossary
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- Wealth Management Managing Directors
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