Diversitas Events


Building Careers in Wealth Management – Future Careers

Monday, November 13, 2023, 2 – 3 p.m. ET

During this informative and exciting Diversitas Forum, you will hear from an expert panel representing various career opportunities in the Future segment of the financial planning industry as described using The 12 Tribes of Financial Planning model. This panel will look at careers in the Robo Advisors/Fintech; Banking/Credit Union/Trust Company; Discount Brokerage/Direct Advice; and Product Distribution areas of the industry.

Panelists include:

  • Dr. Nathan Harness of Texas A&M University and co-author of The 12 Tribes of Financial Planning model
  • Christian Rodriguez, the Managing Director – Central Division Market Executive at Charles Schwab & Co., Inc.
  • Ekaterina Sokolova, the Head of Sales Strategy and Enablement at Pershing and Pershing X