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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Wealth management is providing financial services for wealthy people. It goes beyond basic accounting and usually involves investment strategy, estate planning, tax services, setting up trusts, etc. Basically all-in-one services for people with a lot of money.
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