The PathMatch Guide to

Wealth Management

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A Day in the Life

Financial Planning, or Wealth Management, focuses on providing financial services to clients and often high net worth individuals. Financial Planners typically help their clients with budgeting, saving, and cash flow planning; they work with clients that often fall in middle-class wealth brackets. Wealth Managers typically manage the money of clients with assets that are worth millions of dollars and help to plan things like real estate, risk management, and capital gains. Overall, Financial Planners and Wealth Managers focus on interacting with their clients to create specialized financial plans for them.

Work Responsibilities

Skills You'll Need

  • Strong analytical skills 
  • Proficiency in mathematics and finance 
  • Advanced understanding of trends and fluctuations within the financial markets 
  • Excellent organizational skills 
  • Superb communication and interpersonal skills

Industries You'll Work In

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The Network You'd Build

Here are a few real-word examples of jobs and people working in this industry right now.

Example Jobs

Real World Professionals

Growth Path

  1. Junior-level Wealth Manager
  2. Mid-level Wealth Manager
  3. Mid-senior-level Wealth Manager
  4. Senior Wealth Manager

Demand for Talent

  • There is a diverse range of individuals who need guidance on managing their assets and portfolios, so there are always many opportunities for financial planners and wealth managers 
  • As the stock market changes and new advancements in trading and technology are introduced into the markets, the demand for wealth managers increases


Junior-level Wealth Manager
Mid-level Wealth Manager
Mid-senior-level Wealth Manager
Senior Wealth Manager

Teams You'll Work With


Work/Life Balance Score

Work/life balance is when someone equally prioritizes their career and their personal life. This balance can vary greatly from one career to the next.


Job Stability Score

Job stability is about more than your experience and career. As industries decline, so do the jobs in them.


Prestige Score

Job stability is about more than your experience and career. As industries decline, so do the jobs in them.

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