BusinessFinance

Wealth Adviser

You advise individuals and families on saving, investing and planning for the long term.

Save this career to see your personalized pathway in My Senda.

Typical pay: €40k–€85k
Usual education: Degree or professional financial planning qualification
Outlook: Growing as populations age and savings grow.

A day in the life

Client meetings, reviewing goals and pensions, explaining complicated options in plain language.

Ways in

Bank trainee adviser programme
Financial planning diploma while working in a branch
Move from retail banking into private banking

What to study at 16

The subjects you choose for the final years of secondary school can shape which degrees, exams and careers are easiest to reach. This is about choosing courses, not choosing a school.

Spain

Bachillerato de Humanidades y Ciencias Sociales

Portugal

Ciências Socioeconómicas

France

Bac général — spécialités

Germany

Oberstufe — Leistungskurse

Netherlands

Profiel Economie & Maatschappij

Poland

Liceum — rozszerzenia

See related careers

Skills that matter

Communication Financial Literacy Empathy

Best courses to take

The study routes that lead most directly into this career.

Apprenticeship

Banking & Finance Apprenticeship

Earn while you train inside a bank, often to degree level.

Earn while you qualify inside a bank.

Helpful school subjects: Maths, English

Degree

BSc Finance & Investment

Valuation, markets and corporate finance — the standard route into banking and investing.

Covers products, tax and planning basics.

Helpful school subjects: Maths, Economics