10
Oct
Crystal’s Path to Financial Planning
There is a natural sisterhood in financial services, Crystal says – and she’s living proof. ...
08:56 /
Blog
Author: Stephanie Gularte
25
Sep
RBC Wealth Seeking Women Financial Leaders
Some female financial advisors need a nudge to move into management positions, which means Kristen Kimmell will be doing a lot of nudging in the months ahead....
22:30 /
Resources
12
Sep
Kayla’s Path to Financial Planning
As a finance major in college, Kayla had no idea what a financial planner was – or what they did. After learning more about the field, she was “all in,” ...
10:32 /
Blog
15
Aug
What does a Financial Advisor do?
Financial advisors work primarily for financial institutions such as banks, mutual fund companies, and insurance companies. They counsel individual clients and institutions to help them attain their financial goals....
11:50 /
Resources
15
Aug
5 Things You Need To Know About Women In Finance
According to the 2017 World Economic Forum’s Global Gender Gap Report, “Female talent remains one of the most underutilized business resources.” In some industries, like finance, this is especially clear....
11:49 /
Resources
15
Aug
Find Your Fit: The BNY Mellon Career Quiz
Finding the right job at the right company can be a challenge. At BNY Mellon, we're invested in helping you discover the path to a rewarding and relevant career....
11:48 /
Resources
15
Aug
Financial Advisor Overview
It's an exciting time to be a financial advisor, since several decades ago, the position didn't really exist....
11:43 /
Resources
02
Aug
Annie’s Path to Financial Planning
[vc_video link='https://youtu.be/NoU_2TohnzU'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Attorney-Turned-Advisor Annie graduated from Washington and Lee University in Lexington, Virginia, then earned her JD degree from the University of Florida Levin College of Law. After practicing law for three years, Annie joined Nautilus Wealth Advisors in 2014. Legal Woes “I...
16:25 /
Blog
15
Jul
Sarah’s Path to Financial Advising
[vc_video link='https://youtu.be/-WaHuzvMU-A'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] When Sarah Broglie, CFP® sat through her first accounting classes in college, she started to question her career path. She had the love of math necessary to succeed as an accountant, but something was missing. Sarah wanted more...
11:25 /
Blog
10
Jun
Women Make Great Financial Advisors. So Why Aren’t There More?
Kyla Spence, a rising junior at Bucknell University, had been leaning toward a career in investment banking, but after attending a symposium on wealth management for college students in May, she may choose financial advisory instead....
20:56 /
Resources