# Wealth Management

Skill · Finance and Accounting

Canonical page: https://career.thegoodapps.co/skills/wealth-management

Wealth management is a financial advisory discipline that combines investment management, estate planning, tax strategy, and retirement planning to help high-net-worth individuals and families grow and preserve their assets. Practitioners, typically financial advisors or private bankers holding certifications like CFP or CFA, tailor holistic strategies to each client's financial goals and risk tolerance.

## Wealth Management in the job market

- Open roles: 4
- Employers hiring: 3
- Last checked: September 13, 2026

## Roles that use Wealth Management

- [Sales Representative](https://career.thegoodapps.co/occupations/sales-representative) — 2
- [Vice President](https://career.thegoodapps.co/occupations/vice-president) — 1

Related skills: [Financial Planning](https://career.thegoodapps.co/skills/financial-planning), [Retirement Planning](https://career.thegoodapps.co/skills/retirement-planning), [Tax Planning](https://career.thegoodapps.co/skills/tax-planning), [Estate Planning](https://career.thegoodapps.co/skills/estate-planning), [Investment Management](https://career.thegoodapps.co/skills/investment-management), [Financial Services](https://career.thegoodapps.co/skills/financial-services), [Banking](https://career.thegoodapps.co/skills/banking), [Portfolio Management](https://career.thegoodapps.co/skills/portfolio-management), [Passive Income](https://career.thegoodapps.co/skills/passive-income), [Financial Sales](https://career.thegoodapps.co/skills/financial-sales)

## Open roles requiring Wealth Management (4)

- [Proposition Sales Specialist - Wealth](https://career.thegoodapps.co/jobs/9a674b55-e8bc-40fd-a8ef-8c500b1f9470/proposition-sales-specialist-wealth-at-lseg) at [LSEG](https://career.thegoodapps.co/organizations/lseg) — $87,000 – $145,000
- [Blackstone Private Wealth - Product Specialist (1031 Exchange Fund),  Vice President](https://career.thegoodapps.co/jobs/3cb2d178-a4e8-44a1-9a13-86e0f8e5ac80/blackstone-private-wealth-product-specialist-1031-exchange-fund-vice-president) at [Blackstone Group](https://career.thegoodapps.co/organizations/blackstone-group) — San Francisco, CA, $175,000 – $200,000
- [Sr. Account Executive - Institutions](https://career.thegoodapps.co/jobs/54f657d7-d523-4be1-94c6-13c6538b9aaa/sr-account-executive-institutions-at-blumberg-portfolio) at [Blumberg Portfolio](https://career.thegoodapps.co/organizations/blumberg-portfolio) — New York, NY, $128,000 – $160,000
- [Senior Sales Associate](https://career.thegoodapps.co/jobs/7b8144ec-f2c0-46ed-b50f-577cfe8c5c1d/senior-sales-associate-at-lseg) at [LSEG](https://career.thegoodapps.co/organizations/lseg) — New York, NY, $102,000 – $170,000