Also called: Advanced Planning Specialist, Wealth Strategist
A planning expert who designs complex strategies for wealthy families on estates, taxes and passing money to the next generation.
You build a plan for a business owner selling her company, showing how trusts and charitable gifts could save millions in taxes, then present it with her lawyer and advisor.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
Master's degree, about 10 years after high school. Bachelor's plus CFP; many have a law degree or master's in taxation.
Ways in: 4-year college, Graduate school, Certification. Training cost: $60k – $150k.
Majors to look at: Finance, Accounting, Law.
Growing much faster than average (about 10% over 10 years). Tracks personal financial advisors.
Low risk in 5 years, medium in 10. AI models estate and tax scenarios fast; designing strategies with attorneys and families for complex wealth stays human.
Classes: Accounting, AP Statistics, Business law, AP English Language.
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.