I’m a college student studying finance and numerous professors and peers that I would be “really good at wealth management.” Only problem(s): I don’t know what I did to give them that idea, and every time I google what wealth managers do, it goes over my head as I’m only a sophomore and only have studied introductory business topics thus far. TIA!
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Helping people decide on the best allocation of investments — stocks, bonds, what stocks and/or mutual funds. May also tie into other related areas of wealth management like setting up trusts, how to structure charitable donations.
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