Also called: Stock Option Advisor, Startup Equity Planner
Helps tech and startup employees decide when to exercise stock options, sell shares and handle taxes so they do not lose a windfall.
An engineer at a startup that just went public holds options worth $2 million, and she has no idea what to do. You model the taxes of exercising now versus next year, plan sales around lockup dates and warn her about a nasty alternative minimum tax surprise. Then you plan what to do with the money.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
Bachelor's degree (4-year), about 4 years after high school. Bachelor's in finance or accounting; CFP and Certified Equity Professional helpful.
Ways in: 4-year college, Certification. Training cost: $15k – $60k.
Majors to look at: Finance, Accounting, Economics.
Growing faster than average. More companies pay employees in stock.
Medium risk for 10 years. Tools model tax scenarios instantly; advising nervous clients on huge, one-time choices stays human.
Classes: AP Statistics, Accounting, Economics.
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.