Skip to Main Content

Wealth Management Vice Presidents

Tips for Entry

Read the following publications to learn more about the field: Journal of Financial Counseling and Planning ( and the Journal of Portfolio Management (

Participate in internships and related job-training programs at banks and other employers to obtain experience and get your “foot in the door” at target companies. publishes a list of the best investment bank internships at

The CFP Board's online Career Center offers a wide range of resources, including job listings, internship opportunities, connections to professional mentors, scholarship information, and more. Learn more by visiting at

Featured Companies