Personal Financial Advisors and Private Wealth Managers
About This Role
Personal financial advisors and private wealth managers assist clients with setting and reaching financial goals. They help clients with investments, retirement funds, insurance plans, and the client's overall estate.
What skills are necessary in order for me to succeed as a director of advanced markets?
The position I hold as Director of Advanced Markets requires extensive experience as it relates to complex uses of life insurance, deep technical knowledge of financial planning, tax, and legal aspect of planning for the affluent and high net worth, and excellent interpersonal and presentation sk...
What were the pros and cons while working as an Advisory Intern?
I really liked how much I was able to take ownership of certain documents related to my project. I was given a lot of responsibility and really looked at as an equal on the team. I also really loved the other interns I worked with and the members of my project team for the summer. I liked it so m...
What will my work-life balance look like as an intern at EY?
There is a lot more “life” as an intern than anywhere else. The firm will take you one cruises, to Disney world, and for miscellaneous social events. Most days you can expect a workday to be 9:30-7:30 or so. Some days are longer, but the firm will pay for your dinner and cab ride home. They’re ve...
Top Majors Interested In This Role
Finance & Financial Management
Business Administration & Management
Information Systems Management
National averages based on real new grad salaries
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