Salary Range
$25,000 to $100,000+Overview
Wealth management associates manage the investment portfolios of high-net-worth clients and use their entrepreneurial and sales skills to attract new clients. Associates may also be known as private bankers, personal financial advisors, and wealth managers.
Minimum Education Level
Bachelor's DegreeCertification/License
RequiredOutlook
About as Fast as the AveragePersonality Traits
Enterprising
Hands On
Outgoing
Career Ladder
Managing Director
Partner
Chief Investment Officer/Vice President
Associate
Analyst
Related Professions
- Accountants
- Auditors
- Chief Information Officers
- Commodities Brokers
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Quantitative Analysts
- Financial Services Brokers
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Mutual Fund Customer Service Representatives
- Mutual Fund Wholesalers
- Tax Managers
- Wealth Management Accountants
- Wealth Management Analysts
- Wealth Management Compliance Professionals
- Wealth Management Investor Relations Specialists
- Wealth Management Lawyers
- Wealth Management Managing Directors
- Wealth Management Risk Managers
- Wealth Management Vice Presidents
Featured Companies
