The Private Wealth Manager Career Path

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The Private Wealth Manager Career Path
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• At JoinIcm , the private wealth manager career is
  a worthwhile professional option that can change
  your life. What is a private wealth manager?
•  
• The private wealth manager career path revolves
  around
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• Investment advisory
• Financial planning
• Portfolio management
• Financial services for private individuals

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• In order to become a private wealth manager, you
  need to
•  
• You must have an undergraduate degree
• Study finance, business administration, or
  economics
• Consider an internship
• Get certified in wealth management
• Get licensed with the Series 6, 7, 63, or 65
• Be able to network

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• After you decide to pursue a private wealth
  manager career path, you can then move onto
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• Personal banking
• Privilege banking
• Assist a private banker
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• JoinIcm will help you achieve your dream of
  becoming a private wealth manager. Our team of
  friendly professionals will be there every step
  of the way.

http//www.joinicm.com/
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Independent Capital Management- Beverly Hills
Branch 8383 Wilshire Boulevard, Suite 210,
Beverly Hills, CA Zip 90212 USA PH 310-557-9850