2. Even once you’ve put in the hard work to complete CFP course work or take the exam, it can be disheartening to see the job availability. This becomes a hurdle to getting the CFP experience requirement met. I mentor young professionals all the time who struggle with finding roles because the non-sales career path isn’t common.
3. The financial planner role is attractive because it’s a job that comes with flexibility, makes a difference in people’s lives, and can be quite rewarding professionally. However … it’s very difficult to find true financial planner roles with a defined career path.
René Nourse
Founder and CEO, Urban Wealth Management
El Segundo, Calif.
1. “You can’t be what you can’t see.” Engage women to recruit other women. It could be an advisor, a manager or industry executive. Be creative and add incentives for women professionals to reach out to others.
2. Recognize that more women want women advisors. Support your women advisors in their efforts to recruit women clients using educational programs, events and outreach via social media.
3. Mentors are good, but advocates are best. Advocates will not only be mentors, but will pursue and introduce opportunities for these women. We need people to “kick down the door,” if need be, to make the case for providing additional opportunities. Do a better assessment as to what your women advisors’ skill sets actually are. Don’t assume that they will be salespeople.
Catherine M. Seeber
Vice president, CAPTRUST