Wealth & Investment

Careers in Financial Services


Wealth & Investment

Careers to help people plan for the long term

Careers in Wealth Management will give you an insider view of how people plan for their child’s education, retirement and other life events. These tasks can involve complex planning and a thorough understanding of the customer’s needs.  If you enjoy analysis and critical thinking, this may be the right place for you.


Levels of Education Needed for this Type of Job

H.S. Diploma or GED


Bachelor's Degree


Careers in Wealth Management are all about helping the customer achieve their financial goals, while supporting the organization's business goals. Financial growth for the customer equals financial growth for the bank so it’s a win for everyone. This also means that jobs and promotions in this job family often involve meeting or beating sales goals.

You will be responsible for helping people plan their financial future, so professional appearance and attitude are key to success in Wealth Management. You’ll also need to be comfortable working with data, numerical charts and future projections. If you have a head for data and a heart for helping others, Wealth Management might be a great fit for you.