A Road Map for College Women Pursuing a Career in Wealth Management

Oct 9, 2017 | News, Women's Initiative

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.

Read the full whitepaper here.

Embracing Diversity In The Industry

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...

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