Women Enter Wealth Management in Higher Numbers, But Few Move Into Advisory Roles
Fintrx’s study shows more young women are entering wealth management, but they remain underrepresented in revenue-generating client-advisory roles and top leadership. About 37.6% of registered professionals aged 20–30 are women, yet only ~20% of producing advisors in that group are women, with women also making up a small share of C-suite roles (around 21.5%). The trend coincides with rising female wealth and more women-founded advisory firms, highlighting the need for clearer pathways to ownership and executive positions.