Women in Financial Services

Women in Wealth Management: A Perception and Experience Survey

1.The underrepresentation of female financial advisors is a problem that should be taken seriously by industry organizations and firms(Required.)
2.The underrepresentation of female financial advisors is one the most urgent problems facing the financial services industry



(Required.)
3.I have observed an increase in the representation of female financial advisors during my tenure in the industry.(Required.)
4.Current efforts within the industry to increase the number of women working as professional financial advisors are sufficient to bring about change(Required.)
5.Industry organizations and firms effectively promote a career as a financial advisor as attractive to female students.(Required.)
6.The firm I work for has implemented career pathing opportunities for female advisors(Required.)
7.Females are represented in the leadership team of my firm(Required.)
8.Opportunities for support in prospecting for new clients are equally available to male and female advisors(Required.)
9.Male and female advisors have an equal opportunity for success at my firm(Required.)
10.Prospects and clients rarely take gender into account when selecting a financial advisor.(Required.)
11.Financial advisors rarely take gender into account when seeking partners for joint work.(Required.)
12.A career as financial advisor is conducive to “work-life” balance.
(Required.)
13.Female advisors have different barriers to success than male advisors(Required.)
14.What are the barriers faced by female advisors?(Required.)
15.I feel comfortable sharing obstacles to my success with leadership in my firm(Required.)
16.What makes a firm culture conducive for success as a female financial advisor?
17.What is your firm doing to make its culture more conducive to your success?
18.Is there any information you would like share?
19.Would you like to earn a $50 donation to Rock the Street Wall Street, an organization promotes careers in the financial services to high school girls? Please join us for a short phone interview to discuss your experiences? All interviews will be conducted by 3rd party researchers in a way that ensures confidentiality of responses. If you're interested, please enter your name and email address below.
20.What is your age?
21.What is your gender?(Required.)
22.Which race/ethnicity best describes you? (Please choose only one.) (Required.)
23.What is your job title?
24.How many years have you worked in the financial services industry?
25.Please list your designations and licenses
26.How many firms have you been affiliated with during your career?
27.Which of the following best describes your compensation model(Required.)
28.Which professional organizations are you affiliated with?