Wealth Management Advisor Overview
Required Education and Training To Become a Wealth Management Advisor
Best Schools to become a Wealth Management Advisor in U.S. 2024
The University of Texas at Arlington
In-State Tuition:$9,206
Out-of-State Tuition:$26,778
Admission Rate:81%
Graduation Rate:53%
Total Enrollment:43,946
University of Phoenix-Arizona
In-State Tuition:$9,552
Out-of-State Tuition:$9,552
Admission Rate:N/A
Graduation Rate:18%
Total Enrollment:88,891
Kansas State University
In-State Tuition:$9,489
Out-of-State Tuition:$25,560
Admission Rate:95%
Graduation Rate:69%
Total Enrollment:19,722
Southern New Hampshire University
In-State Tuition:$15,000
Out-of-State Tuition:$15,000
Admission Rate:96%
Graduation Rate:41%
Total Enrollment:164,091
Western Governors University
In-State Tuition:$7,404
Out-of-State Tuition:$7,404
Admission Rate:N/A
Graduation Rate:49%
Total Enrollment:156,935
Utah Valley University
In-State Tuition:$5,614
Out-of-State Tuition:$17,174
Admission Rate:N/A
Graduation Rate:39%
Total Enrollment:43,099
Wealth Management Advisor Job Description:
- Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Required Skills and Competencies To Become a Wealth Management Advisor
Job Duties for Wealth Management Advisors
Manage investment funds to maximize return on client investments.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Select specific investments or investment mixes for purchase by an investment fund.
Technologies and Skills Used by Wealth Management Advisors
Analytical or scientific software
- SAS
- Statistical analysis software
Financial analysis software
- Oracle Hyperion Planning
- SunGard Financial Systems AddVantage
Presentation software
- Microsoft PowerPoint
Basic Skills
- Listening to others, not interrupting, and asking good questions
- Reading work related information
People and Technology Systems
- Figuring out how a system should work and how changes in the future will affect it
- Thinking about the pros and cons of different options and picking the best one
Problem Solving
- Noticing a problem and figuring out the best way to solve it