Wealth management remains one of the most rewarding and competitive career paths in American finance, with advisors guiding high-net-worth individuals and families through investing, tax planning, estate planning and retirement strategy. Unlike investment banking, wealth management rewards long-term relationship building as much as technical skill, and the path in is less standardized — some enter through bank training programs, others through independent RIAs or insurance-linked advisory firms. Breaking in typically requires a finance-related degree, specific licenses (Series 7 and 65, or 66), and often a certification like the CFP. Here's exactly how to build a career as a wealth manager in the US.