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Updated: May 31, 2021 Work for ME 2021 — Financial Services

Wealth business offers wealth of opportunities

Banking isn’t the only career path for people with an interest in financial services.

Wealth management is a related profession ripe with opportunities for those wanting to coach affluent clients on money matters. Roles vary widely, from analyst to adviser, and maybe entrepreneur further down the road.

Photo / Courtesy of Golden Pond
Katie Brann

While there are multiple pathways into the profession, Katie Brann, a financial advisor at Golden Pond Wealth Management in Waterville, studied political science and business.

“I recommend studying whatever challenges you, interests you and helps you understand the world,” she says.

Today, what she likes most about her job “is building relationships with families and helping them through some of life’s biggest moments, such as starting a family or buying a new home.”

Photo / Courtesy of Boston Financial
Katie Exchange

Katie Exchange, an associate wealth manager at Boston Financial Management in Portland, is equally enthusiastic, saying, “I am constantly challenged and learning something new.”

Both women are Certified Financial Planners, a designation awarded to individuals who successfully complete a series of exams, then continue ongoing annual education programs to keep their skills and certification.

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