Wealth Management Associate
Impact: Problem-solving and innovation
Support financial advisors in managing client portfolios, developing financial plans, and providing investment advice.
What the day looks like
- People interaction
- Extensive
- Team vs solo
- 40% Team / 60% Solo
- Client facing
- Sometimes
- Impact visibility
- High
- Travel
- 5-10% domestic
- Schedule flexibility
- Moderate
- Remote work
- Hybrid
- Typical work hours
- 43-49 hours/week
- Stress level
- High
At a glance
- Median salary
- $80,000
- Entry-level
- $70,000
- Senior
- $160,000+
- Growth by 2033
- 15% (faster than average)
- Demand
- Growing
- Freelance potential
- Very Low
- Salary growth potential
- High to 129% growth from entry to senior
- Typical student debt
- Minimal
Skills you'll use
Hard skills
- Regulatory Compliance
- Valuation
- Python (Finance)
- Financial Modeling
- Investment Analysis
Soft skills
- Time Management
- Critical Thinking
- Communication
- Teamwork
- Emotional Intelligence
Technical complexity: High
How to get there
- Minimum education
- Bachelor's Degree
- Licensing
- No
- Years to mid-career
- 3-4 years
- Years to senior
- 7-13 years
- Career switching
- Hard
Where this career leads
How people arrive here
Where you can go from here
Typical progression
- Entry Level
- Mid Level
- Senior Level
- Lead/Manager
Future outlook
- Automation probability
- 24% to moderate risk due to specialized skills
- AI disruption risk
- Moderate
- Demand trend
- Growing
How people feel about it
- Overall satisfaction
- 7.5/10
- Meaning
- 6.3/10
- Work-life balance
- 8.8/10
- Prestige
- 7/10
- Social perception
- Moderate