{ "_id": "59bb07cd16f9e50017d0da6c", "_isBlocked": false, "creationDate": "2017-09-14T22:50:53.645Z", "categories": [], "description": "", "relatedCrowdIds": [ "553769a790f5eebe1d2a0f92", "5e4bca4d473da1001b53cb24", "63c7b55b3b4cbc0052c7df17" ], "fishIconColor": "4c28ff", "hideNumberOfUsers": false, "iconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/0euHNT32MJS8d.png", "rectangleIconUrl": "", "isLocked": false, "isCommentsEnabled": false, "isPublic": false, "handleUrl": "women-in-wealth-management", "isVisible": true, "name": "Women In Wealth Management", "networkingEnabled": false, "numberOfNetworkingUsers": 64, "numberOfUsers": 20496, "type": 2, "bowlType": "58e6c2e40ebdd20010849126", "bowlTypeName": "Professional Expertise", "background": { "to": "0F71A6", "from": "4622D2" }, "roomEnabled": false, "joinMode": 0, "requestToJoinSettings": { "isJoinReasonRequired": false, "shouldRequestPhoto": false, "isMultipleChoiceEnabled": false, "multipleChoiceOptions": [], "multipleChoiceQuestion": "" }, "bowlTypes": [ { "bowlTypeId": "58e6c2e40ebdd20010849126", "bowlTypeName": "Professional Expertise" } ], "suggestedIndustry": { "_id": "553769a790f5eebe1d2a0f92", "name": "Finance", "iconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/V380hYTPDRDLE.png", "crowdIconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/Idg7gMZgSkeD7.png" }, "noIndex": false, "lastView": "" }

Has anyone here worked for Cerulli Associates? I'd love a sneak peak into a day in the life of an employee there!!

Would I make a good fit in wealth management? I've taken up multiple jobs, and I'm currently in data analysis. I feel like I have a strong liking for understanding how money works, getting ins… more

I don't know if anyone in this bowl has had to use Ozempic, but in the case that there are, I hope you know of the new line of meals (Vital Pursuit) that Nestle offers for Ozempic users and they don't look half bad!

Post Photo

Anyone here looking for side hustle that generates an extra 5k-10k a month? flexible, remote opportunity that allows you to create a positive influence on people's lives? Join as a part-time Finan… more

likehelpful

I'm wanting to pivot from Instutional Investing to Wealth Investing, but am battling to understand the type of pay cut I would have to take. Any advice of someone with 15yrs experience (9yrs buy-… more

I have gone through screening round for two different positions at Canaccord Genuity Inc. Canada. Both the times the hiring manager has ghosted without a response about whether the role has been fille… more

Happy Mothers Day!

like

Hello to all ! I am 24 yo just getting into finance, I have passed SIE and now working towards the 7 and 66. At the moment I am looking for a firm based out of Charlotte nc, and am reaching out to see… more

like

Hello All,

I am a recent graduate looking for insights into this sector of Field.


What is it like to work in the wealth management sector ? Could you please give insights into the essential skills and t… more

likesmart

Hello all, I am looking at trends for my project in fashion development

Do you wear nice designer shoes to work?

Would you be willing to be a shoe tester?

like

Looking for advice on how to break into the 200k salary range.
-Currently at 140k
-10 years experience
-Series 6, 7, 63 and 65

like
likesmart

5 years of experience in wealth management, particularly client service/relationship management. I’ve worked for goldman, a multi family office, and one of the largest RIAs in the country. I am lookin… more

like

Would be interested if anyone has any leads on RIA Operations Leadership roles around Dallas/Fort Worth or remote.

like

Take this advice: do not stay in the same position forever, even if everyone likes you and sings your praises constantly and your bosses all tell you they’ll take care of you because nearly a decade w… more

likehelpful
Share this 🔥 post

Where are you all located working in Finance? I’m in Ohio and think it’s limited opportunity in Wealth Management

like

I am currently working as an Associate Financial Planner and am curious about average wages for this.

like

Any advice how to go back to jpmc?

like

Hi there. Currently considering a wealth relationship manager position at Citi and was wondering if anyone had any feedback on the position or company? Was at wells fargo for a while then went to a sm… more

like

Investing grows wealth. Stocks, bonds, real estate, and assets yield returns, increasing net worth. Diversify with different sectors and reduce risk. Protect against inflation as values rise over time… more

like

I’m an Indian working at a Transfer Agency. I have a feeling I’m being taken advantage of. My hard work never gets acknowledged nor even seen. When I ask for a better role, I’m always told I have to e… more

like

Are there any asset managers in london that would accept me to work 4 days a week with a hybrid working option? Or do I need to leave the industry to get the flexibility I need as a mum of young kids… more

likehelpful

Has anyone been a broker before? Would the salary be comparable to WM? What about WLB?

like

✨Women in Wealth Management✨ Hi! We're trying to grow this bowl! We want to ensure that every community is an inclusive, safe, insightful place for industry pros to connect, network, and discuss. … more

like

I keep seeing "coaches" on social media who tout this lavish lifestyle and by purchasing their course, you too can learn their secrets and become a millionaire within a month. I find this cr… more

like

What kinds of things should an associate do early on to put themselves on the promotion track? Is there anything I should do to further my education or get certifications or anything that look great o… more

like

I keep hearing that asset management is a dead end career/useless. Can anyone offer any perspective on this? I'm new to the finance industry and I'm unsure if I should pivot my career trajecto… more

likefunny

6 yr advising, accepted a WA opportunity to manage $150M in a succession plan (35yr female veteran). Quickly realized the culture is toxic and women are not respected. Veteran WA had no desire to retire, an… more

like

I don't work with many other women at my firm, but it's been really hard to make friends with the few there. They're all unfriendly in general. I've been there for a couple of years bu… more

likehelpful

Hello, I'm looking for some advice- I'm trying to figure out my next career moves. I have a degree in economics and risk management and an honors in risk management. Would I do better to pursu… more

like

Does anyone work in WM in Canada? I just wondered if there are differences there compared to the US and if it's difficult to pursue there.

like

Has anyone ever been put on a PIP - performance improvement plan? And if so, did you have to sign it? And was there anything communicated to you before you received it?

like

My boss is upset with me that I’m leaving to join another company. She promoted her incompetent work pal over me. Should I bring up the nepotism in my exit interview? I do NOT plan to work under her e… more

like

I think I'd like to eventually become a PM. Does anyone have any advice for making the right moves in that direction? How much experience as an analyst do I need before I could consider applying f… more

like

Advisors, what more could an associate do to support your business better/more to your liking?

like

This is silly, but I have slippery sheets that pull off the bed, bunch up, and somehow also stretch out so they look sloppy after you sleep on them. I hate them! So I'm going to indulge myself! Wh… more

like

Are there part time E-learning MBA that one can take for free? Thank you

like
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to join this community on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal