The Private Wealth Manager Career Path. At JoinIcm, the private wealth manager career is a worthwhile professional option that can change your life. What.

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Presentation transcript:

The Private Wealth Manager Career Path

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:  Investment advisory  Financial planning  Portfolio management  Financial services for private individuals 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:  Investment advisory  Financial planning  Portfolio management  Financial services for private individuals

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 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

After you decide to pursue a private wealth manager career path, you can then move onto:  Personal banking  Privilege banking  Assist a private banker 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. After you decide to pursue a private wealth manager career path, you can then move onto:  Personal banking  Privilege banking  Assist a private banker 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.

Independent Capital Management- Beverly Hills Branch 8383 Wilshire Boulevard, Suite #210, Beverly Hills, CA Zip: USA PH: Independent Capital Management- Beverly Hills Branch 8383 Wilshire Boulevard, Suite #210, Beverly Hills, CA Zip: USA PH: