Employers
There are thousands of wealth management businesses in the United States alone. These range from major banks such as Morgan Stanley with large wealth-management divisions, to broker/dealers, to mom-and-pop firms with fewer than 10 employees, to independent wealth managers. Many of the largest U.S. companies also have offices in foreign countries.
Starting Out
The best way to break into the wealth management industry is by participating in a summer analyst internship program at an investment bank—such as Morgan Stanley, J.P. Morgan, and Wells Fargo—that offers WM services. Many companies use these programs to identify promising candidates for full-time employment. Visit the Web sites of banks and large wealth management firms to learn more. Independent advisors and smaller firms may not have formal programs, but they may be willing to create an internship for an especially enthusiastic student.
Additionally, you can learn more about analyst jobs by using job-search sites, checking out employment listings at the Web sites of professional associations, attending career fairs and other networking events, and networking online at social media sites such as LinkedIn.
- 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
