How Identity Has Influenced a Financial Advisor's Career at a Wealth Management Company
Jessica, a financial advisor, acknowledged entering a male-dominated field with "some level of apprehension," but fortunately, the professional has not personally experienced discrimination. The advisor encourages other women to pursue careers in wealth management, noting the industry "needs more women" and emphasizing that success in senior roles is attainable without facing discrimination.
Financial Services, Women in Finance, Career Advancement, Male-Dominated Industries, Overcoming Challenges
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Jessica Roks
Financial Advisor
Wealth Management Company
UC San Diego
Na
Economics, Psychology
Finance (Banking, Fintech, Investing)
Finance
Honors Student, Took Out Loans, Worked 20+ Hours in School
Video Highlights
1. Being a woman in a male-dominated field: Jessica highlights both the potential challenges and the positive experiences she's had, offering encouragement to aspiring women in finance.
2. Underrepresentation of women: Jessica emphasizes the need for more women in the financial industry and assures potential entrants that discrimination isn't inevitable.
3. Career progression: Jessica demonstrates that women can achieve senior roles in finance without facing discrimination, highlighting the possibility of a successful career in the field for women.
Transcript
As someone who identifies as a woman, how has that impacted how you've navigated your career?
That's a great question. I came into this career knowing it was a male-dominated field with some apprehension. I knew I could potentially get into uncomfortable situations.
Fortunately, I haven't encountered that before, though I know many people have. I'm not saying it doesn't happen.
But if that's encouraging for anyone else to hear, I just wanted to say it. We need more women in this industry; I think we add a lot.
I don't want anyone to be worried because we are underrepresented. There are many places where you don't have to feel discriminated against, and you can make it into a senior role without worrying about that sort of thing.
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