Women In Wealth Management

What are your hobbies? Between work and raising young kids, I don’t know who I am anymore and want to pour into myself more. Currently the only thing I do outside of work and family is work out, garde… more

Hello Glassdoor,
I'm new here.
I recently got my health life and annuities license.
Looking for persons in need of my services.

Do any of you work on the wealth management side of Ayco and can you provide some insights into the company and your career path? I'm a salaried advisor with a lot of equity comp experience and I&… more

I am a salaried servicing advisor with too much education, 8 YOE and no portable book of business. Been looking to purchase a book of business for 1 year with not much success. Advisors either don'… more

What are career paths for a senior client service associate who does not want to be an advisor? Operations?

Ladies, do you have friends who don't understand the kind of work you're in, how busy it makes you, etc and are always criticising you for not being available for their outings? I was also the… more

What year of your career in this field did you make your first 6-figure salary? I hit six figures in Year 3, but only after grinding through two years of building a book of business (and surviving on … more

Okay, who else has had the joint account debate with their partner? We’ve been together 5+ years, share savings, and I’m all in on a joint checking account but my SO is dragging their feet. How did yo… more

Morning ladies! A little outside-of-work question here, but do any of you have diabetes? My blood sugar is going on the wildest rollercoaster, and my doctor says I really need to watch how many glucos… more

I'm burning out, and there's literally no way I wouldn't. The expectations for caregiving, meal prepping, and enrolling the kids in activities are all coupled with the need, and I guess de… more

I'm considering HRT but am terrified of doing something unnatural. I just can't deal with the menopause symptoms anymore. I don't feel like myself, and I can't stop feeling like the wo… more

Hey ladies! I've been wanting to get more intentional with my breakfasts. I usually just drop by at a coffee shop to get my coffee and some kind of sandwich available over there but I want to eat … more

When your male clients ask you to meet them outside for lunch etc, do you ever worry there's more to it than business? I've been feeling like one of my clients has a certain kind of interest f… more

What's a certification or course that really helped you grow in your career? I'm feeling a little stagnant in my career and want to take a meaningful step forward. Just not sure what I should … more

Do I need better friends or do you also have friends who are jealous because you make more money? I’ve run into this a few times.. with their comments or subtle remarks. I just find it hard to be myse… more

Do you usually help your family members out with financial planning or WM? My instinct is telling me to keep my family completely separate from my profession but there's a part of me that thinks i… more

Who have been the hardest clients for you to manage? The last 4 months have been particularly hard for me because I've been working with older men and something about my interactions with them is … more

What do you think is the importance or the impact of the role education plays in helping a client achieve realistic financial goals? I've always felt that clients who are educated about the implic… more

How exactly do you approach asking clients to get you in touch with other possible clients? I find it quite hard to initiate the conversation and would love to hear some ideas from the bowl on how to … more

One of my clients wants to retire by 50 with minimal savings and has a very high standard of living. On top of that, they want to purchase a luxury property and I don't think he has any idea how h… more

I've been in WM for about 7 years now and I find it so fulfilling, but at the same time, I think some parts of my life are just a plain zero because of how much this job pulls you in. The most imp… more

How many of you have female bosses? I've never had one and it's seriously discouraging to think that no matter how hard and how long we try, there are only the slightest chances that we could … more

There are absolutely no females in leadership roles in my company and it's frustrating. For those of you who’ve broken into senior leadership roles, what was the biggest challenge you faced as a w… more

Hi, I’ve found it’s mostly women in the office that have hindered me, in my present team I have about 5 female colleagues who actively blank me, never even spoke to them, I have tried to be friendly a… more

Does your company have an active Women’s Network??
(Preferably with a large Dallas, TX presence)

Being a wealth manager has been the best decision of my life but the BIG con of this career is constantly being asked for free advice - where to invest their money, whether in stocks, bonds, real esta… more

Okay, this might seem a litte melodramatic but I feel like this is possibly the hardest career to be in. I'm sure every career has its cons, but the pressure to consistently deliver results while … more

I'm in a heavily male-dominant group, and every time we lock in a big client, we go out for a celebration. Being a new hire, I feel really obliged to attend these, but I'm not the kind of pers… more

Have you found it harder to work for women clients? I definitely have. Not to be critical of our own kind, but it seems that women can easily lose patience and give up on you if they're not gettin… more

Did you jump straight into Wealth Management, or did you have a career detour in another industry or field before? Would love to hear your journeys!

Hi everyone,

I was called by a hiring manager at JPM in NYC for a PCA role. I am much more interested in the PB role. Can anyone tell me what the path to the PB role looks like from the PCA role?

You know what really gets under my skin? When clients come in with unrealistic expectations about returns on their investments. They've been fed these fantasies by social media or get-rich-quick s… more

Do you find time to work out and stay on top of what you eat? I am honestly so jealous of women who have it all in check - they're fit, busy with passions, put together, and wealthy all at the sam… more