From the course: Financial Planning and Wealth Management Fundamentals

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Wealth management roles

Wealth management roles

From the course: Financial Planning and Wealth Management Fundamentals

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Wealth management roles

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Now moving on to the career paths that are in wealth management. So there are two key career paths, very holistically. On the wealth management side of things, advisors tend to focus, again, on a very different sort of clientele. And generally, wealth management firms are set up to service people with, again, very large amount of assets at the time of onboarding. And usually within wealth, there's going to be two types of advisors who tend to focus on the same types of clients, but can differ in their professional designation, their tenor, and the type of investment management that they provide. These are known, generally, as investment advisors or portfolio managers. So let's go over those two individually.

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