How to Get a Job in Wealth Management / How much can you make in Wealth Management?

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In this video, I talk about my experience working in wealth management and how advisors, portfolio managers, and wealth managers make money.

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how to get a job in wealth management how much can you make in wealth management finance wealth management advisors portfolio manager career advice khan academy asset management career profile investment banking associate cfp financial advisor wealth planner a day in the life personal finance university job after college banking money CIM CFA investing investment how to get a job finance major finance 101 wealth management 101

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    Popular Comments:

Kissmygrits . 2020-02-15
$100,000 dollars for 10 million dollars per year? And you loss HALF to the bank! Is there something wrong with these numbers or is it just me?
121 2 . Reply
Kc Idoko . 2020-01-30
I have a pretty good idea where you worked
121 2 . Reply
Andrew Lin . 2020-01-13
I got an interview for an internship at Ayco, is that wealth management or asset management, is there a difference? The position says investment manager intern, I'm not sure what that role actually is clearly.
121 2 . Reply
Alec G . 2020-01-12
This was great. I intern at a bank, won’t say where, and I def want to get into a CA role before a FA role. I didn’t realize that most people wait and buy a book of business. Our advisors are a bit young sadly.
121 2 . Reply
Just a mustard seed . 2020-01-11
If any government deserves money from inheritances the soundest & safest investment should only be to the divinely controlled 2020 government of THE KINGDOM OF GOD. At least the whole world would benefit from Gods love, and those responsible for distributing it would be able to sleep soundly at night knowing it would never be used to harm or hurt anybody, it would be the most righteousness thing to do. Even the Lord God I'm sure would look favourably on the founders of his Kingdom of God on earth. A very sound and divine investment for all concerned.
AS A GIFT l it will allow so much restoration for mankind. Thank you & bless you.
121 2 . Reply
Alex Videos . 2020-01-08
Do you ever lose your client's money??
121 2 . Reply
Fechin Attuah . 2019-12-31
I’m doing a dual degree in finance and masters of business administration but would a minor in economics, marketing or computer science will work
121 2 . Reply
Joshua Salim . 2019-12-23
What jobs do you think will help you get that "sales skill" your referring to? Just typical sales jobs?
121 2 . Reply
Vivy Guo . 2019-12-05
very good video thank you!
121 2 . Reply
Hannibal Tate . 2019-11-21
Dude tell me the truth, did you really cold call 300 people a day?? Don’t even lie right now, because I can barely make it past 50 calls a day let alone 100-300. That honestly seems like too much every single day. How didn’t you burn out and keep making calls?? Did you take drugs??
121 2 . Reply
Rana V . 2019-10-27
James, thank you so much for this no-bs approach to your vids. I was a mentee to a wealth management pm and they avoided the word "sales" for some reason. I figured it out after some time but you are an absolute lad for bringing such clarity to your finance related vids.
121 2 . Reply
Houdini . 2019-10-14
Appreciated JP! Very helpful!
121 2 . Reply
Duranboy100 . 2019-10-13
Hey JP,

You hit the main points of wealth management right on the nose. I’m currently a senior college student and I am also part of a sales program here in the University of Houston. We have many wealth management companies that we partner with and that use our program to build their pipeline to eventually hire us to their team. The recruiters always tell us that they do NOT care if we are finance majors because in the end it is a SALES driven job. Perfect analysis and depiction of the industry. Appreciate your thoughts and knowledge of the industry!
121 2 . Reply
Vipul Yadav . 2019-10-12
It was really good explanation
And I really mean it
Thank you for advice
121 2 . Reply
Ross Maks . 2019-09-19
Should I do master of science in management (ivey) or finance(schulich) just after bba and then at age around 30 do mba in usa or executive mba at age 35. Or just work for a couple of years and do mba after bba. Is work experience in europe good for work on Wall Street or it doesn’t matter? Where should I study and start working in finance industry usa or canada?
121 2 . Reply
Lisa Nguyen . 2019-09-12
Great content!
121 2 . Reply
Matthew . 2019-09-10
Great presentation!
121 2 . Reply
Rob sylvia Enriquez . 2019-08-28
How can I get started?
121 2 . Reply
nadda . 2019-08-23
Can an economics major work in it?
121 2 . Reply
digitama . 2019-07-17
so informal. Thank you so much
121 2 . Reply
Jeff J . 2019-07-05
I wanna make gravy and chill all day!
121 2 . Reply
Jérôme Xu . 2019-06-24
Thanks for the video. Trying to move to Toronto here.
121 2 . Reply
CD LP . 2019-06-18
Hey James I’m a recent graduate with a finance degree at the U of A. I have been recently struggling with the job search and figuring out my career path in finance. My main interests are in wealth management and corporate finance. I feel like most entry level positions are very competitive and was wondering if it would be smarter to take an internship instead? Thanks
121 2 . Reply
GeordieGames . 2019-05-04
This was a great video. Everything you mentioned is EXACTLY the same as the UK market, usually entry level position will be a relationship manager and your job is to attract prospects for your advisor. But 1% fee 50/50 split is about same, some companies do a 70/30 split and if youre lucky you can upsell further products to your clients (insurances, will writing services) thanks for the video!
121 2 . Reply
Jason Zhang . 2019-04-25
Your finance videos are lit bro, always good hearing from someone who has real life experience in the industry
121 2 . Reply
Trippy awb . 2019-04-18
Yay new video!
121 2 . Reply
Bryan O'Connor . 2019-04-18
Great video!

Just a few questions...

How do I get good at sales if I don't have any experience in it? Where can a college student get sales experience?
121 2 . Reply
chavale2 . 2019-04-18
Hi James interesting talk; have you considered a business where you could earn 41.8%/year plus up to 162%% per year. ? And no one could sack you!! LDB Australia. Please write to me for info [email protected]gmail.com
121 2 . Reply