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Wealth Management Investor Relations Specialists

Experience, Skills, and Personality Traits

According to the National Investor Relations Institute, entry-level IR relations specialists should have at least two years of experience in investor relations, marketing, planning and development, finance, or corporate communication at a public company or consulting firm. Mid-level professionals need more than five years of experience, and IR executives need more than 10 years of work experience in one or more of these aforementioned areas.

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