Also called: Private Banker
Manages money for very wealthy clients (millionaires and up), coordinating investments, taxes and estate plans.
You meet a tech founder who just sold her company for $40 million, build her an investment plan, call her accountant about taxes and plan a trust for her kids.
Pay usually tracks the assets you manage; top private bankers earn seven figures.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
Bachelor's degree (4-year), about 8 years after high school. Bachelor's in finance; CFP or CFA plus FINRA licenses.
Ways in: 4-year college, Certification. Training cost: $15k – $60k.
Majors to look at: Finance, Economics.
Growing slowly (about 1% over 10 years). Tracks personal financial advisors.
Low risk for 10 years. AI drafts reports and portfolios, but ultra-wealthy clients pay for a trusted human who coordinates everything.
Classes: Personal finance, AP Macroeconomics, Speech, Psychology.
Official data: O*NET occupation 13-2052.
Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.