Christine, a Client Advisor, has known she wanted a career in helping clients manage and understand their wealth since high school.
Her early understanding of being a client advisor was that it would play to two of her strengths: math and working with people. As she’s grown in her career, she found that being successful involves much more than that, but the range of skills necessary is part of what makes the job appealing. She appreciates the team environment and collaboration, the dynamic day-to-day responsibilities and the constant opportunity to learn. Christine believes the industry provides ample roles that would appeal to a variety of women.
What advice would you give to other women trying to break into the field?
The key to breaking into the field is finding connections, networking and not being afraid to ask for help. You also really have to believe in yourself. I think in this industry, confidence is a currency that gets you far. For women, getting your CFP®, CFA®, or other advanced certifications helps not only your own confidence, but also makes others more confident in your abilities.
What is your overall view of the presence and status of women in the industry?
I think it is still tough because there are certainly obstacles that exist only for women. Many women in the industry put a lot of pressure on themselves because they feel they have to be overly knowledgeable or prepared. However, I think the best advisors are the ones who can admit, “I don’t know, but I can find out for you.” Despite additional challenges, there is so much opportunity for women to succeed in this industry. We are in the early innings of more equal representation at the advisor level.
What advice would you give to other women who are balancing a career and being a mother?
I am very fortunate to work for a company that allows me to balance both. My advice is to not hide the fact that you are a mother, it is a strength to show that you are more than just your job. I am a huge believer of staying connected to an industry you love even when you have kids. I have worked throughout both my boys’ lives and am very thankful that I was able to keep my foot in the door.