Our coaching programs

Many women manage households, careers, and families — yet still...
Advisor Development supports women already in wealth management — and...
Today’s leaders are expected to deliver results, manage complexity, and...
You’ve built a successful career. On paper, everything looks right...
The financial advisory industry is one of the most influential...
For too long, women were excluded from the language of...
For decades, women have been told that confidence comes from...
Lotus Women’s Institute

About Our Founder,
Anita Knotts

Anita Knotts is the Founder and CEO of Lotus Women’s Institute and a TEDx speaker working at the intersection of wealth management, leadership, and career evolution.

She has spent more than 30 years inside financial services, an industry that is intellectually demanding, culturally rigid, and historically unwelcoming to women of color. Her perspective is not theoretical. It is earned.

Explore Career Paths

Whether you’re already in the industry or exploring a career change, we partner with exceptional firms seeking top talent.
Explore the opportunities and connect with us. 

Wealth Advisor

Client-facing professionals who provide financial planning, advice, and long-term guidance to individuals and families.

Associate / Paraplanner

Planning-focused roles that support advisors through analysis, plan preparation, and ongoing client work.

Client Service & Operations

Behind-the-scenes roles that ensure a smooth client experience through organization, execution, and operational support.

Career Changer to Financial Advisor

A transition path for professionals from other industries who are intentionally moving into wealth management.

Our Testimonials

Still have
questions?

Here are the answers to some of the most common questions we recieve.

1. Can I start a career in wealth management through Lotus Women’s Institute without prior experience?

Yes. Lotus Women’s Institute offers structured programs designed to help women enter wealth management and financial advisory roles — even without prior industry experience. The programs focus on foundational financial knowledge, practical skills, confidence-building, and real-world preparation required to transition successfully into the field.

Yes. Lotus Women’s Institute works with partner firms and organizations to support recruitment and placement of women into financial advisory and wealth management roles. We help candidates understand the industry, prepare for interviews, and navigate the hiring process with clarity and confidence.

Yes. Lotus Women’s Institute partners with companies to design and implement talent strategies focused on attracting, hiring, developing, and retaining women in wealth management and financial services. This includes recruitment strategy, leadership development, onboarding, and long-term retention support.

Both. Some coaching programs at Lotus Women’s Institute are designed exclusively for individual women, focusing on leadership, career growth, and financial confidence. Other programs are created for companies and delivered in group or cohort formats for teams and organizations.

Lotus Women’s Institute primarily partners with wealth management and financial services firms to support recruiting and leadership development. However, our work also extends beyond the financial sector—through keynote speaking, executive workshops, and culture-building programs aimed at advancing women in leadership. Our approach is designed to support companies committed to fostering strong, equitable leadership at every level.

Lotus Women’s Institute operates at the intersection of wealth management, leadership, and women’s advancement. Our approach goes beyond education — we create real pathways from learning to employment, leadership development, and long-term career sustainability. We focus on outcomes, not theory, and design programs based on industry realities.

You can expect a professional, transparent, and hands-on approach. The Lotus Women’s Institute team works closely with individuals and partner organizations, providing clear guidance, structured programs, and practical support. Our commitment is to real-world impact, ethical leadership, and long-term success.