Do you have experience in investment management and have superior customer service skills? Wealth management jobs may fit your background exactly. Combining investment knowledge with analytical and leadership skills, wealth management professionals, or advisors, speak with clients and serve as the communications point between them and investment professionals.

A wealth management professional develops and cultivates relationships with wealthy clients, families, or institutions and advises them on approaches to build and protect their financial assets. Within a company, a wealth management advisor assists private wealth advisors in setting up new client accounts and serving existing ones.

Duties vary with each company, but in addition to being a liaison for clients, a wealth management professional performs asset allocation; tracks portfolios; executes equity, derivatives, fixed income, and fund trades; monitors markets; manage a sales team; and helps with new company projects.

Education and experience are fairly uniform for wealth management jobs, but certain positions require specific licenses or certifications. In addition to a bachelor’s degree, a wealth management professional may be expected to be a certified financial planner (CFP), a chartered financial consultant (ChFP), or a chartered mutual fund consultant (CMFC). He or she needs to have passed Series 7, 63, 65, and 66 exams. For certain industries, a Life and Health state insurance license may also be needed.

Aside from education, individuals applying to wealth management jobs need five or more years of experience in an investment management, private wealth management, or banking role. Standard knowledge of computer software, analytical skills, leadership abilities, a success record, and interpersonal skills are needed.

Find many wealth management jobs at ManagementJobs.net. If you are a professional with a background as a certified financial planner or in investment management, positions in this field fit your skill level. Find various advanced and executive-level finance positions through our site. As a job search engine, we pull all positions from hundreds of boards and employers’ sites and put them all in one source. Browse through our listings to find and apply to jobs matching your background.

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