Wealth Management Analysts

Analysts who perform well during their two- to three-year tryouts are asked to become associates, the cornerstones of private wealth management. Associates manage client assets and build their own client bases. After many years on the job, an associate can advance to the position of chief investment officer for the firm, which typically also involves being made a partner at the firm. 

Those who ultimately do not receive an offer to become an associate are typically encouraged by partners to pursue an MBA, consider other roles at the company (since there’s always a new crop of recent graduates competing for analyst positions), or to seek opportunities at other firms.