Women in Wealth Management

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. 

For a small time investment you’ll gain powerful insights into the wealth management industry. Contact your career counselor to sign up for the course. If your university is not currently participating, you can reach out to Jim Seuffert at or Tricia Baxter.

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

Envestnet Institute On Campus Recognized by Money Management Institute’s Opening Doors Breaking Barriers Award

Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...


Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

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