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November 06, 2014 at 05:39 AM
The path to becoming a financial advisor wasn’t an easy one for Jenny Riveros.
Like many immigrants, the Colombian native and trained nurse left her country and came to the U.S. with minimal English and nothing much to her name. She was forced to work a number of service sector jobs just to make ends meet before ending up in the finance department of United Airlines in a job that she liked, even if something was still missing.
That something, says Riveros — now a financial planner at PlanPlus Inc. — was the human touch.
“The quest for the personal connection is what sent me back to school and into a financial planning degree program,” she says.
It was a huge step for Riveros, but one she really wanted to take, and once she’d embarked on her degree at William Paterson University in Wayne, N.J., “I was amazed at all the opportunities that exist – the number of paid internships and the number of job offers that come into the college from companies looking to hire financial planning graduates.”
Riveros, who during her time at college served as the co-president of the Financial Planning Association’s (FPA) Student Chapter, landed her full-time job even before she’d graduated from college. She is one of a growing number of young Latina financial planners that are achieving great success in the field and, according to Lukas Dean, assistant professor of personal finance planning at Utah Valley University, are of increasing interest to financial advisory firms because “they are a great fit for the job.”
Dean, who’s at the forefront of building Utah Valley University’s financial planning degree programs, helped do the same from the ground up at William Paterson. Young Hispanic women have been the star performers in that program, he says, and he has made it a particular focus to target them when looking for candidates to join the program.
“They’re smart, hard working, dedicated and determined,” he says. “But more importantly for financial advisory firms, they have what it takes to be relationship oriented and they can be a huge asset to firms looking to serve the rapidly growing Hispanic market.”
