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

Oct 9, 2017News, Women In Wealth Management

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.

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...

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Tricia Baxter
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