Seeking a career in the wealth industry?
Here’s what you need to know to get started.
How Much Do You Need?
What Is Wealth Management?
Wealth management is the field of investing, investment management, investment consulting, or financial consulting.
Wealth management involves helping businesses manage their cash flow and managing risk in order to meet their financial goals.
The goal of the job is to make sure the company has a profitable future.
What Kind of Experience Do You Want?
A Bachelor’s degree or master’s degree in finance, a Masters degree in management, or an associate’s degree is required to start in the industry.
Which Companies Are Best For You?
Some of the most popular financial services companies include Bank of America, Wells Fargo, JPMorgan Chase, and Barclays.
How Does the Job Get Done?
Financial professionals will work with companies from the insurance, real estate, banking, and credit card industries.
What Does The Job Pay?
The median annual salary for the industry is $40,000.
Many firms offer health benefits, retirement, and other benefits.
How Long Will You Be Working?
Typically, the jobs will last three years and last from five to seven months.
Can You Go To College?
Some financial services jobs can be done in a college-level program, but the financial services industry is booming.
There are many online programs, including Kaplan, Kaplan University, and American Express.
What Are The Benefits?
Many of the benefits include healthcare, 401(k), health insurance, tuition reimbursement, and more.
How Can You Get The Job?
The best way to find out if a job with a financial company is right for you is to call them.
The company will then look at the resumes of those who are available.
If you are interested in a financial management internship, the best place to find the right candidate is the Financial Industry Association of America (FIBA), which has thousands of financial services interns each year. 1 / 9