GraduateSmart
GraduateSmart
$145K/yr
Average Salary
4 years
Years of Education
+17%
Job Growth
Many
Total Jobs
Manages portfolios for high-net-worth clients. Coordinates tax, estate, and retirement planning. Career pivot from Financial Advisor.
$50K
Starting
$145K
Average
$239K
Senior
High School Diploma or GED
Foundation requirement for all pathways
Bachelor's Degree in Financial Planning
Typically 4 years
Start your career
Entry-level positions and internships
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CFA — Chartered Financial Analyst
CFA Institute
CFP (Certified Financial Planner)
CFP Board
Series 63 (Uniform Securities Agent State Law Exam)
North American Securities Administrators Association (NASAA)
Series 7 (General Securities Representative)
Financial Industry Regulatory Authority (FINRA)
Field
Business & Finance
Required Degree
Bachelor's Degree
Time in School
4 years
Job Demand
10-Year Job Growth
+17%
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Create free account →Federal labor-market data for Wealth Manager
Pay range
$50K–$239K
10th–90th percentile
Job growth
+17%
projection unavailable
Number of jobs
—
unavailable
Much faster than average
Strong demand growth expected
Typical duties
Detailed duties for this role are not currently tracked by the U.S. Bureau of Labor Statistics. See methodology notes below.
Wages reconciled to BLS OEWS May 2024 for SOC 13-2052 (Personal Financial Advisors): A_PCT10-A_PCT90 = $49,990-$239,200, median $102,140.