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This question is about what a wealth management advisor does and wealth management advisor.
What is the difference between a financial advisor and a wealth advisor?
The difference between a financial advisor and a wealth advisor is that a wealth advisor is a subsection of financial advising and deals specifically with high net worth within their clientele. Financial advisors can range from basic tax and budget advisors to management of higher clientele funds to gain wealth.
Both require a degree in finance management and have adequate, proven experience. However, financial advisors may start as general financial advisors to everyday individuals and veer into a completely different path outside of wealth management, such as tax management.
While wealth advisors may start as general financial advisors, they are more likely to find paths that look into investments and income- or revenue-increasing practices. Some may even turn to a more corporate vantage point and opt for a career within a corporation's executive branch as a chief financial officer (CFO).
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