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Wealth Management Accountants

Experience, Skills, and Personality Traits

Entry-level accountants and auditors should have completed at least one internship or co-operative educational experience at a wealth management firm or a major public accounting firm during college. “In the absence of experience [for entry-level hires], employers focus more on a candidate’s work ethic and fit with the corporate culture,” according to Robert Half Accounting & Finance’s 2016 Salary Guide. For management-level positions, you’ll need at least three to five years of accounting or auditing experience at a WM firm, a bank, Big Four public accounting firm, or a Fortune 500 corporation. 

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