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S P R I N G 2 0 2 1 / W O R K F O R M E 23 Visit Patrons.com to find an independent Maine agent near you. Business Property and Liability Insurance Products Cyber and Data Breach Liability Insurance Employment Prac ces Liability Insurance, EPLI & Equipment and Mechanical Breakdown I N S U R I N G M A I N E B U S I N E S S — I N S U R I N G M A I N E P E O P L E We've been in business more than 140 years, and continue to innovate by providing you a portfolio that offers the kind of protection your business needs — today. Innova ve solutions for today's business challenges. F i n a n c i a l S e r v i c e s W e a lt h b u s i n e s s o f f e r s w e a lt h o f o p p o r t u n i t i e s B anking isn't the only career path for people with an inter- est in financial services. Wealth management is a related profession ripe with opportunities for those want- ing to coach affluent clients on money matters. Roles vary widely, from analyst to adviser, and maybe entrepreneur further down the road. While there are multiple pathways into the profession, Katie Brann, a financial advisor at Golden Pond Wealth Management in Waterville, studied political science and business. "I recommend studying whatever challenges you, interests you and helps you understand the world," she says. Today, what she likes most about her job "is building relation- ships with families and helping them through some of life's big- gest moments, such as starting a family or buying a new home." Katie Exchange, an associate wealth manager at Boston Financial Management in Portland, is equally enthusiastic, say- ing, "I am constantly challenged and learning something new." Both women are Certified Financial Planners, a desig- nation awarded to individuals who successfully complete a series of exams, then continue ongoing annual education pro- grams to keep their skills and certification. n More than lenders Grover and Howe are newcomers in an industry ripe with possi- bilities for career advancement, as Norway Savings Bank CEO Patricia Weigel can attest. "It's not uncommon for bank- ers to start in one part of the bank and then opt to transfer to another as their interests are refined," she says. "Because of the many roles inside a bank, many banking professionals spend in excess of 30 years in the industry." She's living proof of that, having worked her way up from post-college bank teller to one of Maine's only female bank chiefs. Today she sees the in- dustry in transition, driven by rapid-moving technology. "Tomorrow's bankers might find themselves in jobs devoted to data analytics, or focused on building automated platforms employing artificial intelligence, in addition to the more tradi- tional banking roles such as lenders, finance professionals and customer service represen- tatives," she says. Sheryl McQuade, TD Bank's regional president for northern New England, says both retail and commercial banking of- fer diverse roles for ambitious individuals. "If you have a thirst for learn- ing how the 'sausage is made' across a variety of industries and products," for example, "you will be poised for a phenomenal job in commercial banking." n Katie Brann Katie Exchange P H O T O / C O U R T E S Y O F G O L D E N P O N D P H O T O / C O U R T E S Y O F B O S T O N F I N A N C I A L