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...

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've h...

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't w...

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 first o...

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 ...

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...

Really curious about this, but what kind of women have you noticed make it in finance? It feels like what I do, which is I make people feel like putting my team before myself, definitely isn't the way...

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...

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 desire, to exc...

Sometimes I feel like I'm doing my absolute best, by going the extra length to make clients happen and finding solutions for them I couldn't even figure out for myself if I were in a sinking boat and ...

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 world is about to ...

Even though I contribute just as much financially, and in some cases more than my partner, I am still providing a disproportionate amount of time to home duties and caregiving. My kids just need me mo...

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 a mo...

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 for me an...

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 do. I ma...

What is everyone doing to deal with hot flashes? I had no idea how bad it was going to be! One minute I'm totally fine and the next, I'm drenched in sweat. And don't even get me started on the embarra...

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...

It's so weird, but all my life, all I wanted was to be in a leadership role. Part of it was to make my family proud, but the bigger part of it was fulfilling a fantasy or dream of mine that I never re...