Don’t miss out on your final opportunity to secure a seat at this year’s Symposium, happening on Thursday, February 8. Join us either virtually or in person at the University of Akron’s Student Union Ballroom. For virtual attendees, the event kicks off at noon and runs until 3:30 pm ET, while in-person proceedings commence at 11:30 am ET. Whether you choose the virtual experience or opt for an in-person celebration, anticipate an energetic showcase of diverse talents and promising opportunities within the dynamic realm of wealth management. Reserve your spot now by registering – it’s absolutely free!
Did you consider entering the wealth management industry when you were a student? Why or why not?
When I was a student, I had little knowledge or understanding of the wealth management industry. While probably a misconception in hindsight, my family never felt like they were in a position where they needed financial planning, or that we had enough wealth to be managed, so I was unaware of the value and opportunities available in this industry.
What are some of the biggest misconceptions about financial planning?
That you have to like numbers or be interested in accounting to be in the industry, it’s so much more than that, and it’s truly about the people and building trusting relationships. It’s helping clients establish and reach their unique goals; to save to buy a house, invest in their child’s college education, or leave a legacy for their family.
What impact do you hope organizations like Diversitas will have on the wealth management industry in the coming years?
I look forward to watching organizations, like Diversitas, continue to make space for everyone in this industry. As industry leaders, it is important that we bring together the varied experiences, perspectives, and ideas of financial professionals and associates. Through our shared commitment to inclusion, we can make better decisions, drive innovation, and impact positive change in our communities and the financial industry.
What are some of the “hidden” or “little-known” career tracks in wealth management, and why have they been under wraps for so long?
The wealth management industry used to feel transactional, but in today’s world, it’s all about the experience, which creates a wealth of opportunities in the industry for many careers like marketing, design, technology, and relationship management.
What’s the best way for someone to get started who may not know which career path is best for them, but know that they don’t want to go the traditional route?
Internships and networking. A great way to explore career paths in this industry is through an internship. Many programs average 12 weeks, some less, and provide valuable insight into the day-to-day responsibilities while allowing you to build a professional network.
Don’t miss this opportunity to attend our Symposium, sign up now! Also, learn more about all the vast opportunities the wealth management industry offers by reading Kate Healy’s Q&A.[vc_row_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”3/4″]Morae Metcalf joined Cambridge in 2011 and has over 10 years of experience in the financial services industry and 15 years of service in Human Resources. In her role, she leads Cambridge’s Human Resources Team, working with members of the department to develop and implement initiatives in the areas of talent acquisition, total rewards, employee engagement, performance management, and more. Metcalf serves as a co-chair on Cambridge’s Associate Engagement Leadership Committee, holds a membership with the Society for Human Resource Management, and is a graduate of Cambridge’s Aspiring Leaders and Continuous Improvement Embedded Leaders programs. She has also earned the Professional in Human Resources (PHR) and Society for Human Resource Management Certified Professional (SHRM-CP) designations, holds the Series 7 license, and is a Registered Corporate Coach™ (RCC). Metcalf graduated from Coe College with a bachelor’s degree in Business Administration.[/vc_column_inner][/vc_row_inner]