Jobs that use wealth management the most include client associate, investment counselor, and vice president/managing director.
| Rank | Job title | Salary | % of all skills | Job openings |
|---|---|---|---|---|
| 1 | Client Associate | $45,992 | 13% | 191,586 |
| 2 | Investment Counselor | $120,817 | 8% | 33,016 |
| 3 | Vice President/Managing Director | $223,090 | 7% | 52,033 |
| 4 | Client Advisor | $71,135 | 7% | 86,363 |
| 5 | Trust Officer | $61,493 | 7% | 56,623 |
| 6 | Private Equity Internship | $40,242 | 7% | 69,122 |
| 7 | Finance Advisor | $64,993 | 7% | 106,311 |
| 8 | Finance Advising Internship | $58,376 | 3% | 117,509 |
What jobs use Wealth Management the most?
1. Client Associate
How client associate uses Wealth Management:
- Manage business development of electronic trading services for cash equities.
- Process payroll and payroll taxes, generate financial statements, compute taxes owe and file corporate tax returns
- Enter client trade orders, respond to client inquiries, research questions, troubleshoot problems, and maintain accurate client records.
Most common skills for client associate:
- Client Service
- Wealth Management
- Sales Support
- Investment Products
- Customer Service
- Branch Management
2. Investment Counselor
How investment counselor uses Wealth Management:
- Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
- Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
- Monitor preparation of asset/liability management report.
Most common skills for investment counselor:
- Client Service
- Capital Markets
- Client Relationships
- Securities
- Wealth Management
- Brokerage
3. Vice President/Managing Director
How vice president/managing director uses Wealth Management:
- Manage installation of commodity and interest rate trading systems at large trading floors in the UK and Europe.
- Design and manage multiple evidence-base healthcare solutions for population health and analytics in alignment with the organizational mission.
- Provide oversight to ensure projects and programs within various portfolios are in compliance with establish standards to achieve business transformation objectives.
Most common skills for vice president/managing director:
- Portfolio
- Financial Services
- Wealth Management
- Business Development
- Relationship Management
- Investment Management
4. Client Advisor
How client advisor uses Wealth Management:
- Manage financial portfolios, loan equities, lease maturities, and intake all lease returns.
- Manage multiple complex healthcare treasury service implementations for clients and prospects.
- Position require the ability to educate consumers on the BMW product line including its comparison to other high-line vehicles.
Most common skills for client advisor:
- Customer Service
- Business Development
- CRM
- Wealth Management
- Client Service
- BMW
5. Trust Officer
How trust officer uses Wealth Management:
- Manage personal trusts, special needs trusts, conservatorships, charitable remainder trusts and estates.
- Manage processing transfer requests of new IRA accounts and the corresponding follow up and collection activities.
- Achieve this through aggressive sales calling on CFO's of large corporations, attorneys, CPAs and political officials.
Most common skills for trust officer:
- Real Estate
- Portfolio
- Wealth Management
- Business Development
- Estate Planning
- Risk Management
6. Private Equity Internship
How private equity internship uses Wealth Management:
- Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
- Perform financial valuation on potential acquisition targets through the use of DCF, company comparables, and precedent transaction methodologies.
- Assist with projects and administrative tasks such as creating PowerPoint's and checking daily/weekly overflow reports for accuracy.
Most common skills for private equity internship:
- Financial Models
- Due Diligence
- Wealth Management
- Private Equity Firm
- Market Research
- Portfolio Companies
7. Finance Advisor
How finance advisor uses Wealth Management:
- Manage all budget and forecast submissions into Hyperion.
- Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
- Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
Most common skills for finance advisor:
- Team Support
- Wealth Management
- Securities
- Strong Computer
- Financial Services
- Client Facing
8. Finance Advising Internship
How finance advising internship uses Wealth Management:
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
- Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
- Develop fee-based blotter reporting program to address AUM reporting and compliance suitability.
Most common skills for finance advising internship:
- Client Portfolios
- Life Insurance
- Student Athletes
- Client Data
- Wealth Management
- Financial Products
Other skills
- WMS career
- Waiter career
- Warehouse Environment career
- Warehouse Operations career
- Warranty Claims career
- Wash Dishes career
- Washing Machines career
- Water Heaters career
- Water Pumps career
- Water Quality career
- Water Safety career
- Water Samples career
- Water Treatment Plant career
- Wealth Management career
- Weapon Systems career
- Weapons Systems career
- Web Application career
- Web Banners career
- Web Content career
- Web Design career
- Web Development career
- Web Intelligence career
- Web Pages career
- Web Services career
- Web Site career
- Website Content career
- Website Design career
- Website Development career
- Wellness Programs career
- Wheel Chair career
- Wide Orbit career
- Window Sills career
- Windows career
- Windows Server career
- Wine career
- Word Processing career
- WordPress career
- Work Ethic career
- Workers Compensation career
- Workforce Planning career
- Worksheets career
- World History career
Updated December 28, 2023