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Wealth Management Associates

Overview
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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.

Salary Range

$25,000 to $100,000+

Minimum Education Level

Bachelor's Degree

Certification/License

Required

Outlook

Much Faster than the Average
Personality Traits

Enterprising

Hands On

Outgoing

Career Ladder
Managing Director

Partner

Chief Investment Officer/Vice President

Associate

Analyst

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