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Career Story: Vice President Of Wealth Management At A Financial Services Company

Vice President Of Wealth Management At A Financial Services Company

Job Title: Vice President Wealth Management

Type of Company: I work for a large financial services company. I work on the wealth management side of the business and I help affluent individuals design comprehensive financial solutions and investment strategies.

Education: BA in Economics and Business

Previous Experience: I worked as an intern in private banking.

Job Tasks: I am a founding member of a private banking team at the company where I work. I am responsible for developing financial strategies and solutions as well as creating models to meet those specific client goals. I am the head of marketing and business acquisition, heading the team's structured and corporate lending programs for ultra high net worth clients. I select and monitor our institutional money managers for the client portfolios.

On a daily basis I work with clients to truly understand what drives them and "issues" they may think about. It could mean discussing retirement or wealth transfer or discussing profitability with business owners. Once these discussions evolve I work tirelessly to develop a customized strategy to help them realize their dreams.

I am one of three partners on my team. We have three dedicated sales associates who are focused on client service and administration. We measure all of our success by the number of goals we help our clients to achieve.

Best and Worst Parts of the Job: The best part of my job is that I truly feel like I'm helping people. The best part of my job is that it also allows me to have a great quality of life. I can spend time with my family and know that this is a business I've built to last a lifetime not 15 years.

The worst part about my job is that I need to manage people's money and talking to anyone about their money in good or bad times is always difficult and emotional. Times like we are experiencing now (March, 2009) IS THE WORST PART OF MY JOB! No one has any confidence or trust in ANYONE and that's very difficult to deal with on a daily basis.

Job Tips:
1. When thinking about your career try to do internships in several areas of finance. This will help you to quickly figure out what your true interests are and will help in your interviews.

2. If you decide to work in wealth management/private banking you should start to think about how you're going to build a business because that's truly what you'll need to do

Popular Schools offering Financial Planning Programs

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Golden Gate University
Los Angeles, San Francisco, Santa Clara

Since 1901, Golden Gate University (GGU) has been helping adults achieve their professional goals by providing education in accounting, law, taxation, and business-related areas.


  • Programs: Financial Planning, Finance
  • Degrees: Master, Bachelor

Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) recently received state approval to enroll students with little to no prior college experience. To help ensure student success, the university has created a program especially for these students who plan on starting their college experience for the first time with us.

  • Programs: Master - Finance
  • Degrees: Master

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: BS in Business - Finance
  • Degrees: Bachelor

Johns Hopkins University Carey Business School has brought the philosophy of business with humanity in mind to a part time format.

  • Programs: Master of Science in Finance
  • Degrees: Master

Saint Xavier University, Chicago’s oldest Catholic university, has a long history of educating students to prepare them for professional success and lay the foundation for personal fulfillment.

  • Programs: MS in Finance
  • Degrees: Master

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Business Administration - Finance (BS) (Online)
  • Degrees: Bachelor

Discover the Difference a Community of Support Makes in Your Educational Journey. From Application to Graduation, the Support You Need to Achieve Your Goals. 100% Online.

  • Programs: BA in Business Administration/Finance
  • Degrees: Bachelor

Baker College is proud to be the largest independent college in Michigan with the most focused approach to education and training available. With one of the highest graduate employment rates in the country, our mission is to help our students find meaningful employment.

  • Programs: Finance - Bachelor, Finance - MBA (Master's)
  • Degrees: Bachelor, Master

Try Your Introductory Course Risk Free

  • Programs: Bachelor of Science in Accounting, Master of Science in Accounting
  • Degrees: Bachelor, Master

Founded in 1872, Maryville University is a four-year, private university located in west St. Louis County.

  • Programs: Online Master of Business Administration Financial Services Concentration
  • Degrees: Master
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