GraduateSmart
GraduateSmart
Manages portfolios for high-net-worth clients. Coordinates tax, estate, and retirement planning. Career pivot from Financial Advisor.
$49,990
Lower reported wage
$102,140
Median
$239,200+
Upper reported wage
Annual U.S. salaries. Actual pay varies by location, employer, and experience. The lower and upper figures do not represent starting and senior salaries.
The + marks a legacy BLS reporting threshold: the upper wage is at least $239,200, not an exact maximum.

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Create free account →Certifications and activity-specific licenses differ; a planning degree alone does not authorize every service. [1]
Search CareerOneStop by occupation and state, then confirm the rules with the issuing agency. Coverage is incomplete; an empty result does not mean no license is required.
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modernstates.orgCLEP Financial Accounting
3 credits · Accounting
$1,703
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CLEP Principles of Management
3 credits · Business Management
$1,703
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CLEP Principles of Marketing
3 credits · Business & Marketing
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CLEP Introductory Business Law
3 credits · Business & Law
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U.S. career guide. Program, employer, and state requirements can differ.
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.
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Ask whether any internship, field placement, or supervised training in your chosen route is paid; arrangements vary. [1]
Compare tuition after aid, required supplies and exams, travel, and any unpaid training time for the route you choose.
Planning questions: request a written estimate from each program or sponsor. A total cost has not been verified here.
A related major can be preparation; it does not by itself qualify you for the career.
Direct planning foundation; add supervised client work and relevant credentials. [1]
Help clients coordinate long-term financial goals and review their plans. [1]
Advisory firms, banks, wealth-management teams, and independent practices. [1]
Usually full time; client meetings may occur evenings or weekends. [1]
Trust, clear explanations, and changing client circumstances require care. [1]
Experience may lead to senior adviser, relationship leadership, or firm ownership. [1]
These are possible directions. Promotion timing and pay depend on the role and employer.