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Wealth Management Associates

Education and Training Requirements

High School

If a career as a wealth management associate sounds interesting, take as many business, economics, accounting, and mathematics classes as possible. Because your daily work will involve frequent oral and written communication with your colleagues and clients, it’s a good idea to take English and speech classes. Sign-up for computer science, database management, and other technology-related courses because associates use customer relationship management databases, financial modeling software, and a variety of in-house and online databases to do their work. Psychology classes will help you to understand human behavior, and foreign language courses will come in handy if you work with clients who do not speak English fluently.

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