July 10, 2024

5 Signs It's Time to Make Your Next Career Move

As women in financial services, we often find ourselves at crossroads in our careers. Knowing when to take the leap and make your next move can be challenging, but it's crucial for growth and success.

Here are five key signs that it might be time to explore new opportunities:

You've outgrown your current role. If you find yourself completing tasks with ease and no longer feeling challenged, it may be time to seek new responsibilities. Growth happens outside our comfort zone, so when you're too comfortable, it's a sign to push yourself further.
Your values no longer align with the company. As we evolve, our priorities and values may shift. If you find that your personal or professional values no longer align with your company's culture or mission, it might be time to find an organization that better reflects your beliefs.
You're not learning or developing new skills. Continuous learning is essential in the fast-paced world of financial services. If you've stopped acquiring new skills or knowledge in your current position, and you've exhausted opportunities to expand your role, it may be time to seek opportunities that foster professional development.
You're consistently overlooked for promotions. If you've been passed over for promotions despite consistently strong performance, it might indicate limited growth opportunities within your current organization. Consider looking for a company that recognizes and rewards your talents.
You're dreading going to work. While not every day will be perfect, if you find yourself constantly dreading work or feeling unfulfilled, it's a clear sign that something needs to change. Your career should energize and inspire you, not drain you.

Remember, making a career move doesn't always mean changing companies. Sometimes, it can involve seeking new responsibilities within your current organization or pivoting to a different department.

As women in finance, we must advocate for ourselves and our careers. Trust your instincts, assess your situation objectively, and don't be afraid to take calculated risks. Your next career move could be the key to unlocking new levels of success and satisfaction in your professional life.

Joanna Ehresman

Founder of Momentum Growth Solutions

As founder of Momentum Growth Solutions and co-host of WomenShare, Joanna brings the marketing expertise of her 20+ year career to her clients and listeners, empowering them to make an even bigger impact on those they serve.

Prior to starting Momentum Growth Solutions, her background spans agency and corporate marketing roles. Most notably, Joanna spent 13 years at one of the nation's leading advisory firms, Wealth Enhancement Group. Joanna was a key growth leader, running data-driven marketing programs to bolster the firm's growth from $2.5 billion in assets to more than $65 billion during her tenure.

While the appeal of building accountable marketing programs initially brought Joanna to the financial services industry, it was witnessing the impact professional advice had on clients' financial lives that fueled her passion for her work.

That mission, to leverage the power of marketing to make a meaningful impact on more people's lives, serves as the cornerstone of Momentum Growth Solutions. Joanna accelerates a company's growth by connecting their purpose to their brand and marketing programs, and advises their internal teams to ensure sustainable results.

Joanna serves on the Board of Directors for BestPrep, a non-profit organization that equips youth with experiential learning opportunities to increase their financial literacy, career and business skills. She and her husband live just outside of Minneapolis, Minnesota with their three sons.

Finding Power in Your Intuition

Let’s talk about one of the most underutilized skills in business: intuition. If you’ve ever had a "gut feeling" guide you to the right decision, you know that intuition is real, powerful, and, unfortunately, often undervalued—espe…

My Burnout Journey

I have recently been reflecting on the last two years as a full time entrepreneur. What do I love about it? What do I miss (if anything) about having a corporate job? What have I learned over the past two years about myself and how I show up in this…