Women in Wealth Management

Guest Speaker Webinar Series: Archive

Sharon Bloodworth; President and CEO of White Oaks Wealth Advisors.

Presented 3/8/2019: “How to Break the Glass Ceiling Without Getting Glass in Your Hair.”

Expand Your Knowledge

~Sharon Bloodworths’ Recommendations~

Podcast:
Michael Kitces, “Financial Advisor Success Podcast”
TED/Talk:
Anything relating to success and confidence.
Read:
“The Ultimate Gift” book by Jim Stovall
“Fooled by Randomness” book by Nassim Nicholas Taleb
“The Goal: A Process of Ongoing Improvement” book by Eliyahu M. Goldratt, Jeff Cox
Periodical:
Wall Street Journal
Financial Times
Link:
The Economist 
Other:
Industry websites for any new developments.

Now is A GREAT time for Women in Wealth Management

Whitepaper:

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

Download (PDF, 518KB)

Cheryl Nash

Educate. Encourage. Inspire. Motivate. Achieve.

Discover, engage, and learn about the wealth management industry through the delivery of high quality content, activities, and experiential events.

Noreen Beaman

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Chief Executive Officer
Brinker Capital

Nancy Camarata

 

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Vice President
Managed Account Group
Neuberger Berman

Lori Hardwick

 

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Founder, Advisor Innovation Labs

Jean Hempel

 

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Managing Director

Enterprise Consulting, RIA Network

Envestnet, Inc.

Estee Jimerson

 

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Managing Director
Head of Asset Manager Distribution
Envestnet, Inc

Robyn Pollack

 

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Gender Diversity/Inclusion Consultant, Speaker, Attorney
Trellis Consulting

Tricia Rothschild

 

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 Chief Product Officer
Morningstar

Jocelyn Wright

 

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MBA, CFP®, RICP®, Managing Partner,

The Ascension Group

Women Studies
The American College

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 the initiative to inspire, educate and engage women with dedicated content through digital channels and experiential programs.

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.

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Several human resource departments have reported that they search for their full-time employees from interns exhibiting the skills who have interned prior with their respective companies. The following 10 tips will increase your chances of your internship shifting...

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This program expanded my knowledge and understanding of the topic of wealth management above what I was taught in class.

- An EIOC Student Participant

 

 

I was unsure if I would be a good fit for the wealth management industry, but after seeing the different types of career opportunities and basic functions, I believe that I could have a great career in wealth management.

- An EIOC Student Participant

 

 

The handouts were extremely helpful! I learn by looking at materials in front of me and not just watching a video, so having them was great! The tests were not too hard but not too easy and covered a good range of what was talked about in each class. Very helpful and educational!

- An EIOC Student Participant

 

 

I always wanted to gain a better understanding on wealth management.  As a result of completing this course, I feel more enthusiastic about lifelong learning in this field.

- An EIOC Student Participant

 

Material is concise and relevant. So far I couldn’t be enjoying this course more. No wasted time and lots of great information.

- An EIOC Student Participant

 

 

As a graduate of the program, I am excited to see its growth. I credit much of my success in the wealth management industry to this amazing program. Thank you all for the work you do!

- An EIOC Student Participant

 

 

As a senior, I have not yet been introduced to these basic investment strategies. This program will be a big help in the future.

- An EIOC Student Participant

 

 

This course was very helpful in not only reviewing basic information but providing a more in-depth overview of managed accounts.

- An EIOC Student Participant

 

 

After taking the course, I realized I have the necessary foundation to further explore my career path in the asset management industry. I enjoyed the user friendly interface, as well as the interactive videos of each class. The detailed, real world explanations of the concepts proved to be the most beneficial element of the course since I gained a more thorough understanding of the professionals’ day to day tasks.

- An EIOC Student Participant

 

Interested in supporting or participating in the Envestnet Institute On Campus?