From the course: Financial Planning and Wealth Management Fundamentals

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Where do FPs and WMs work?

Where do FPs and WMs work?

From the course: Financial Planning and Wealth Management Fundamentals

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Where do FPs and WMs work?

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So, where do financial planners and wealth managers work? So now that you've decided on a career choice, or at least you've become more well-informed of the career choices that are available to you, you're probably thinking, where is the best place for me to find a job in this industry? Luckily, depending on how you want to structure your career, there's plenty of options. The first and most obvious place to look is at one of the large multinational banks, such as Morgan Stanley, Bank of America, UBS, Royal Bank, HSBC, and so on and so forth. These kinds of companies are great places to learn the business from the ground up and have the added benefit of having large, trustworthy brand names behind them that will lend credibility to your practice. Many of these banks will have training programs that expose employees to different parts of the company, such as management or leadership rotational program, which can last several months and sometimes multiple years. And candidates that are…

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