Skip to content
LaunchPoint · Career Worlds
← Back to Business & Money

Wealth Advisor

Wealth Advisors provide personalized financial guidance to high-net-worth individuals and families.

Typical pay
$95,000/yr
Education
Associate/Bachelor's (common) | Licensing for some roles (Series exams, etc.) | Certifi…
Outlook
Above Average

Why this matters in Business & Money

Finance keeps every business alive.

What you’d actually do

Meet with clients to understand financial goals, develop investment strategies, review and rebalance portfolios, provide tax planning advice, coordinate with estate attorneys, monitor market conditions, and prepare financial plans.

What can I do right now?

  • Investment clubs, DECA, Business competitions, Budgeting projects

Related careers

Financial managers

Good fit if you …like learning by doing (projects).

$161,700/yrAssociate/Bachelor’s (common) | Licensing for some roles (Series exams, etc.) | Certifi… Above Average

Accountants and auditors

Good fit if you …like learning by doing (projects).

$81,680/yrAssociate/Bachelor’s (common) | Licensing for some roles (Series exams, etc.) | Certifi… Steady

Financial and investment analysts

Good fit if you …like learning by doing (projects).

$101,350/yrAssociate/Bachelor’s (common) | Licensing for some roles (Series exams, etc.) | Certifi… Steady

Personal financial advisors

Good fit if you …like learning by doing (projects).

$102,140/yrAssociate/Bachelor’s (common) | Licensing for some roles (Series exams, etc.) | Certifi… Above Average

Budget analysts

Good fit if you …like learning by doing (projects).

$87,930/yrAssociate/Bachelor’s (common) | Licensing for some roles (Series exams, etc.) | Certifi… Limited Growth

Financial managers

Good fit if you …like learning by doing (projects).

$161,700/yrMany paths: self-start + mentorship | Associate/Bachelor’s in Business (optional) | Acc… Above Average

Is this career right for you?

Career Worlds shows you what’s possible. LaunchPoint Navigator helps you figure out which careers actually fit you — and how to get there.

Explore My Fit →