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Wealth Management Accountants

Overview
Wealth Management Accountant—Career Q&A: Professional Advice and Insight

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Wealth management firms oversee the financial affairs of high-net-worth individuals—typically defined as those who have liquid assets of more than $1 million (not including the value of one’s primary residence). The most prestigious private banks and wealth management firms, such as those attached to major investment companies like Citigroup or Goldman Sachs, have much higher minimums, more than $5 million in some cases. Accountants oversee and manage the financial records and operations of their employers. Those in the wealth management (WM) sector are employed directly by WM firms, by accounting firms that provide contracted services to WM firms, and also high-net-worth individuals. 

Salary Range

$25,000 to $100,000+

Minimum Education Level

Bachelor's Degree

Certification/License

Recommended

Outlook

Much Faster than the Average
Personality Traits

Hands On

Organized

Realistic

Career Ladder
Partner

Chief Financial Officer

Controller

Chief Accountant/Auditor

Accountant/Auditor

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