WHY WEALTH MANAGEMENT?
The Wealth Management Industry helps people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Financial Advisors are what we call those who help their clients manage their wealth. You do not need a Finance degree to become a Financial Advisor. You need to like building relationships, solving problems and being competitive.
"I truly cannot think of a better career path than a financial advisor in the wealth management world, coming from my previous stint as an athlete. My career in Wealth Management fulfills the competitive nature that I will always have, but it also allows me to work towards a common goal. As better myself, I help those around me through education, learning, practice, and discipline. Sound familiar?"
Taylor Cutcliff, CFP®, CDFA®
Morgan Stanley Financial Advisor
Former Captain, Seton Hall Women’s Soccer
WHY CHOOSE A CAREER IN WEALTH MANAGEMENT?
MAKE A DIFFERENCE
As a Financial Advisor, you play a vital role in helping individuals and families achieve their financial and lifestyle goals. You’ll team with families to guide them on building, managing, and distributing their wealth, much like a dedicated coach. You’ll make a positive difference in your clients' lives and the communities in which they live. The career is fulfilling and rewarding. The skills and talents you developed in sports position you well for success.
CHALLENGING, FLEXIBLE, AND LUCRATIVE
The Financial Advisor role is meritocracy-based. This is much like the best players getting the most playing time. Your growth within the industry and your compensation are based on proven results. There’s no cap or limit on earnings. It’s a career that can provide significant financial rewards, which will allow you to build the life you envision and, through the philanthropies you support, make a difference.
Of course, as you learned in sports, there is no substitution for hard work and good coaching. Your work ethic, determination, resilience, networking, and relationship-building skills are a foundation for success. The firm will teach you the INs and OUTs of the role, and at firms like Morgan Stanley, you are teamed with others who help you to grow and thrive.
Being a Financial Advisor also provides exceptional flexibility, which is crucial as your life and career evolve. You can handle aspects of the role from anywhere, whether working from home or choosing your own hours. Once you become an established Financial Advisor, you can pick the type of clients you want to work with and focus on the areas that interest you the most. This flexibility allows you to build a specialized career that aligns with your passions and expertise.
PERSONALLY REWARDING
A career in wealth management can be personally rewarding in numerous ways. When you choose to be a Financial Advisor, you choose the opportunity to positively impact your clients’ lives, helping them achieve their financial goals and secure their future.
When you choose a career in wealth management, you embrace your natural ability to network, develop relationships, listen to concerns, and identify solutions to make a positive impact on your clients’ lives.
As a Financial Advisor, you help others achieve their financial goals and secure their imagined futures.
OPEN UP OPPORTUNITIES
A career in wealth management can be highly lucrative, offering significant earning potential. Your success is directly tied to your client's success, The fees you earn are directly tied to the assets you manage. As you help your clients grow their assets, your income increases. With the right skills, expertise, and dedication, a wealth management career can be an excellent pathway to financial prosperity and open up financial opportunities to pursue your passions and interests.
