We Are Proud To Announce The Creation of A New Program Designed for Women Interested In A Career In Wealth Management.
Women in Wealth Management Roundtable Discussion
Stats: Why This Matters Now
Women compose 51% of the U.S. population, and not only outnumber men in graduating from college, but also represent the majority of the workforce.
Despite this statistic, the Bureau of Labor Statistics reports that women represent just 31% of U.S. financial advisors.
According to the CFP Board of Standards, currently, only 23% of Certified Financial Planners are women.
Women in financial services hold only 19% of senior level positions, 14% of board seats and 2% of CEO roles as reported in a PWC May, 2013 study.
Cheryl Nash, President of Investment Services, Fiserv, is leading this initiative to inspire, educate and engage women with dedicated content through digital channels and experiential programs. Check out her insights here.
Join Us. Three Ways To Get Involved.
Sign up for the next EIOC session.
Join Cheryl’s private LinkedIn group.
Once you complete the course, you will be invited to join Cheryl Nash’s LinkedIn Group. Be a part of a network of women empowering each other to succeed in the wealth management industry.
Access videos of women leaders.
Stay up to date with the women who are already making a huge impact in the industry. Learn from these women. Check out our video libraries for insights from Cheryl and other women leaders.
News: Women In Wealth
Coryanne Hicks| Jan. 5, 2022 Learn the critical skills clients expect from their financial planners in 2022. read more>
Joy Brooks-Gilzeane| Nov 29, 2021 Ahead of the great wealth transfer, advisers need to be aware of the changing face of wealth, as younger, diverse clients pose a new set of challenges and opportunities. read more>
Jean Case | Nov 18, 2021 Just a few weeks ago, one of the most influential financial conferences in the world, the Milken Institute Global Conference, assembled in Los Angeles for a high-COVID-protocol, in-person gathering. But this year it seemed many of the “movers...
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