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Wealth Management Vice Presidents

Unions and Associations

Wealth management vice presidents are not members of unions. A variety of professional associations provide resources to WM professionals. The Certified Financial Planner Board of Standards provides the certified financial planner credential, publishes the Financial Planning Competency Handbook, and offers job listings and career-development webinars at its Web site. The Securities Industry and Financial Markets Association is a trade organization for broker-dealers, banks, and asset managers. It offers the Securities Industry Institute, an executive development program for securities industry professionals that is held at The Wharton School of the University of Pennsylvania. Women in Insurance and Financial Services offers a mentoring program, webinars, discussion groups on social media sites, a national conference, and other resources. Other noteworthy organizations include American Bankers Association, Association for Financial Counseling and Planning Education, Association for Financial Professionals, Association of International Wealth Management, CFA Institute, International Association of Registered Financial Consultants, and the New York Society of Security Analysts. 

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