Salary Range
$25,000 to $100,000+Overview
Wealth management analysts are entry-level professionals who assist associates and partners by conducting financial research, performing basic financial modeling, and handling a variety of administrative and support duties (i.e., creating PowerPoint presentations, organizing presentation materials, fetching lunch, making photocopies, etc.).
Minimum Education Level
Bachelor's DegreeCertification/License
RecommendedOutlook
Faster than the AveragePersonality Traits
Enterprising
Hands On
Organized
Career Ladder
Managing Director
Partner
Chief Investment Officer/Lead Portfolio Manager
Associate
Analyst
Related Professions
- Chief Information Officers
- Financial Quantitative Analysts
- Tax Managers
- Wealth Management Accountants
- 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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