Wealth Management Associates

Wealth management associates do not belong to unions, but there are many professional associations that provide continuing education (CE) classes and webinars, networking events, publications, and career resources. For example, the American Bankers Association offers extensive CE programs and a job bank, publishes the ABA Banking Journal, and hosts the Wealth Management & Trust Conference. According to its Web site, Women in Insurance and Financial Services is “devoted to advancing career opportunities, providing professional development and representing women's interests in a male-dominated industry. Through attraction and retention, and a unique focus on mentoring and networking, WIFS is the largest women’s association empowering women in the finance and insurance professions to succeed."

Members of the Association for Financial Counseling and Planning Education receive discounted pricing for continuing education opportunities, publications such as the Standard quarterly newsletter, access to networking opportunities, and other resources. Other noteworthy organizations include the Association for Financial Professionals, Certified Financial Planner Board of Standards, CFA Society New York, Chartered Alternate Investment Analyst Association, and the Securities Industry and Financial Markets Association.