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Wealth Management is an area of finance which covers all aspects of financial planning and private banking for High Net-worth Individuals with sizable assets. Banks, brokerages, and professional trust companies offer services including options for investment (portfolio) management, retail banking, accounting & tax services, estate planning and legal counsel, all from one office. These services are provided by wealth managers, who are financial advisory specialists holding credentials such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Strategic Wealth Professional (CSWP), or MBA.
Available Positions Related to Wealth Management: