Now is A GREAT time for Women in Wealth Management
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.
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 theinitiative 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
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
Networking can be vitally important to our careers in many ways. This article from Harvard Business Review debunks some pervasive myths that might be holding you back from engaging with others within your industry.read more
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...read more
Kimberly Beck, Vice President of Advisor Education at Envestnet explains in her most recent LinkedIn article how a visit to her alma mater's Career Day benefited her more than she would originally have thought. "About halfway through, a graduate a few years ahead of...read more