Finance Industry Career Coaching

• You’re ambitious and you want more out of your career
• You’re not quite sure how to go about it
• You’re looking for help achieving your goals


The finance field is not only exciting, it’s financially rewarding. The high earning potential, along with many career options, makes this career choice desirable for ambitious professionals. With a coach to help you navigate your options, you are more more likely to have success with your career goals.


Hello, I’m Suzanne Muusers, Finance Career Coach and Job Search Coach for the finance and investment industries. For the last 14 years, I have been coaching my finance clients helping them find work that is personally and professionally rewarding. I help my clients get more from their careers through one or both of the two following custom programs:

1.Career Exploration Coaching Program

2. Job Search Coaching Program


I help professionals like you focus on your career, figure out your key strengths and skills and match them up with the best career options. I help you ensure that your personal brand attracts hiring managers and recruiters, who then contact you for an interview.


Preparing for your job search is essential to your financial success! You will use time effectively, organize your job search, and focus on earning what you are worth. This investment will pay off for your entire career!

Interview well

Interviewing for a position in financial services is like interviewing in many career paths. You have to know what the interviewer is looking for, how to answer tough questions, and how to show that you’ve got the “right stuff.”

What is the best position for you?

Working with me as your Finance Career Coach using career exploration or job search coaching can help you wade through your options and decide your best course of action:

  • Where are your skills the strongest?
  • Where do you need to improve?
  • Does your resume need updating?
  • Are you a people person?
  • Are you looking for another industry that can use your financial skills?
  • Are you looking for a better lifestyle, more balance, and less stress?
  • Are you more technically skilled? How about your relationship skills?
  • Is there another role within your current firm that appeals to you?
  • Do you have difficulty marketing and selling your skills?
  • How are your interviewing skills?
  • How are your negotiation skills?

Who’s this for?

Career professionals in the finance and investment industries such as: financial planning, wealth management, mutual fund industry, investment management industry, insurance services, annuity industry, trading industry, FP&A departments, HNW banking, private equity and venture capital, and wholesalers working with the finance industry.

How can I help you?

You’ll need to develop a Personal Brand and Job Search Elevator Speech that helps you stand out from other candidates. Review my Job Search Coaching Program or Career Exploration Program designed to help you make a plan for your next position and then find it!

Private Client Website

When you work with me, you’ll have access to my Private Client Website with all my coaching programs, tools, and exercises. You’ll have examples offering you useful “how-to” advice and training that we will use during our coaching sessions.

How do you start?

improve your career

Step 1 – Let go of the fear of change

Change is scary. It’s easy to resist change and stay exactly where you are. There’s safety in the known and fear in the unknown. But where will you be in a year? Exactly where you are now. Working through fear and understanding how to overcome barriers will help you get out of your comfort zone.

Step 2 – Commit to self-discovery

Through coaching, we will discover your strengths and competencies. This will take energy and focus and will help you see things in a new light. You will see that YOU are the most important person in your life. Have you ever made the commitment to work on YOU? Key issues will come to light that will have you enjoying many “aha” moments.

Step 3 – Hire me as your Career Coach

There’s no better way to get started. Having me as your unbiased coach focused on your career success will help you attain new heights.

Financial firms:

People are your best asset. Invest in their job satisfaction and career development by hiring me as your Career Development Coach. There’s nothing better than individual attention and customized career goals to help your team members improve and advance.

I help your employees better manage time, be more productive, and handle stress. This leads to increased happiness, improved efficiency, and less down time.

My style is hands on and individual. I ask my clients to commit to excellence in their business life and their personal life.

According to FM Magazine, “coaching produced a 529 per cent return on investment and significant intangible benefits to the business.”

Who benefits?

Since 2004 I have worked with many professionals in the finance industry including financial analysts, CPA’s, accountants, bankers, controllers, financial managers, relationship managers, public finance, traders, financial sales professionals, portfolio managers, risk managers, mortgage advisors, and more.

I’ve worked with clients from Deloitte, American Express, Vanguard, Legg Mason, Charles Schwab, Fidelity, Dimensional Fund Advisors, Goldman Sachs, JP Morgan Chase, Wells Fargo, Bank of America, Citigroup, Prudential, Met Life, Putnam, Royal Bank of Scottland, Morgan Stanley, Merrill Lynch, LPL, Cambridge, Commonwealth, and many more.

I’ve also worked the investment field with private equity and venture capital professionals, investment bankers, and hedge fund managers and their support teams.

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