Wealth Manager

Impact: Financial, Advisory

Advise clients on financial planning, investments, and other financial services. Help individuals and organizations manage their money and achieve their financial goals.

What the day looks like

People interaction
Extensive
Team vs solo
Team: 60%, Solo: 40%
Client facing
Frequent
Impact visibility
High
Travel
Moderate
Schedule flexibility
Flexible
Remote work
Hybrid
Typical work hours
45-55
Stress level
Moderate

At a glance

Median salary
$100,000
Entry-level
$60,000
Senior
$180,000
Growth by 2033
15%
Demand
Growing
Freelance potential
Moderate
Salary growth potential
High
Typical student debt
$30,000 - $60,000

Skills you'll use

Hard skills

  • Financial Analysis
  • Investment Management
  • Portfolio Management

Soft skills

  • Communication
  • Client Relations
  • Problem-Solving

Technical complexity: High

How to get there

Minimum education
Bachelor's Degree
Licensing
Yes
Years to mid-career
5-8
Years to senior
10-15
Career switching
Moderate

Where this career leads

How people arrive here

    Where you can go from here

      Typical progression

      1. Financial Advisor
      2. Senior Wealth Manager
      3. Partner/Firm Owner

      Future outlook

      Automation probability
      20%
      AI disruption risk
      Moderate
      Demand trend
      Growing

      How people feel about it

      Overall satisfaction
      4/10
      Meaning
      4/10
      Work-life balance
      3.5/10
      Prestige
      7.5/10
      Social perception
      High

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