Bala Cynwyd, PA – October 28, 2020: Beacon Pointe Advisors Managing Director and Partner, Jill Steinberg, recently spoke on the Presidents’ Panel to students of Temple University’s Women in Finance and Financial Planning Association clubs.
Jill shared her professional journey from the corporate finance sector to private wealth management, going from employee to entrepreneur to Beacon Pointe partner and highlighted her successes and challenges along the way. “It has been quite a journey. I always hoped to find a way to combine my interest in finance with the joy I get from building relationships with people, and I am thrilled that my career path has taken me to where I am today as a female business owner and leader in the wealth management field.”
Jill had the opportunity to share her passion for helping female clients who are going through difficult life transitions such as a divorce or the loss of a spouse. “When you get divorced, regardless of gender, so much is in flux both emotionally and financially,” says Steinberg. She reminded the young people present that it is important for both women and men to openly discuss finances and work through financial decisions together so that if divorce or loss ever occurs, they will be better prepared.
Finally, she gave advice on networking and interviewing, as well as tips for success as an intern. “Some of the best interns at Beacon Pointe have been hired as full-time employees. Come to work every day with a positive attitude, pay attention to how you present yourself and your work, ask questions, learn about the culture, and see if that company would be a good fit for you,” says Steinberg.
Jill was thrilled to have the opportunity talk with the young women and men at the Fox School of Business at Temple University to help them grow both personally and professionally and looks forward to additional opportunities to share her experiences and advice, and the bright futures of these talented young men and women.
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About Beacon Pointe Advisors:
Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.
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