A Road Map for College Women Pursuing a Career in Wealth Management
There are an array of career options in wealth management for college grad women. Fiserv’s Cheryl Nash shares a view of today’s investor landscape and explores the trends prompting firms to invite young talent into the industry. There are proactive steps students should consider along with opportunities to explore that can help position for an advantage, and even, lead to a great job.
College grad women seeking career options in wealth management can gain an edge by fully understanding today’s investor landscape. Let’s first acknowledge the $30 trillion “great wealth transfer” now underway and the many inheritors on the receiving end of that bounty.
On the most-recent edition of “Walk the Talk,” Bloomberg’s Jordyn Holman discussed Goldman Sach‘s diversity initiatives with Bloomberg’s Scarlet Fu and Lisa Abramowicz on “Bloomberg Markets.” Approximately 40 percent of entries into...read more
Frank Paré is the 2018 President of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California. Paré wrote a noteworthy op-ed for FinancialPlanning on what the industry can gain from fostering and prioritizing...read more
Earlier this month in Fort Lauderdale, Florida, students from across the nation competed in the inaugural student fintech competition at the T3 Advisors Conference. According to Financial Planning, the knowledge of fintech is becoming increasingly more important as,...read more
Latest posts by Tricia Baxter (see all)
- A Road Map for College Women Pursuing a Career in Wealth Management - October 9, 2017
- 2017 MMI/Barron’s Industry Awards – Doing Good Award recipient - October 5, 2017
- Five Reasons Women Are Taking The Lead In Financial Planning - August 14, 2017