Segments in this Video

Wealth Management Accountant: Main Duties and Responsibilities (00:50)


Matt Sowers' duties depend on the season; he helps businesses and individuals with all areas of their finances.

Wealth Management Accountant: Career Beginnings (00:40)

Sowers studied engineering in college before deciding to become an accountant.

Wealth Management Accountant: Keys for Success (00:40)

Sowers suggests having strong math and technology skills and a good personality. Keep current with tax laws and be organized.

Wealth Management Accountant: Education and Certification Requirements (01:40)

A person can either major in accounting or finance to become a wealth management accountant. Part of the job is constantly learning new software.

Wealth Management Accountant: Workplace Atmosphere (01:05)

Sowers enjoys his job's changing seasons. Depending on the time of year, he might be preparing tax returns or providing bookkeeping services.

Wealth Management Accountant: Advice for Aspiring Pros (01:15)

Sowers recommends taking specific classes in high school to determine if you like accounting and finances.

Wealth Management Accountant: A Day on the Job (01:49)

Sowers begins his day reviewing emails and returning calls. The type of work he performs depends on the tax season.

Wealth Management Accountant: Industry Goals and Services (00:33)

This profession provides financial advice as well as tax preparation and consultation services.

Wealth Management Accountant: Industry Challenges (01:30)

Consumers can use online accounting programs that may not meet industry guidelines and need to be reworked. Sowers discusses challenges with federal legislation.

Wealth Management Accountant: Looking at the Future (00:45)

With advances in technology, Sowers believes lower level positions in accounting will disappear.

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Wealth Management Accountant—Career Q&A: Professional Advice and Insight

DVD (Chaptered) Price: $49.95
DVD + 3-Year Streaming Price: $74.93
3-Year Streaming Price: $49.95



What is it like to be a wealth management accountant? In this Career Q&A video interview, Matt Sowers talks about his career path, what he does on the job, and the keys to success in accounting for wealth management firms. He also offers candid advice on breaking into the profession as well as insight into the industry’s biggest challenges and how the field may change in the next ten years.

Length: 11 minutes

Item#: BVL166773

ISBN: 978-1-64481-375-1

Copyright date: ©2018

Closed Captioned

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Prices include public performance rights.

Not available to Home Video customers.