Assante Wealth Management Employee Review
Wealth Management - Junior Advisor
• Front office: "cold-call" to acquire new customers and assist closing meetings (my result: 500 000 $ under management) • Middle office: current portfolio management • Back office: attend executive sessions and learn how to prepare a closing meeting by offering products and services tailored to the prospect
- cold calling all day - I learned sales skills and how to prospect clients - Management is supportive and motivating - Workplace culture is friendly - hardest part of the job is working 12 hours a day - hardest part of the day is staying motivated throughout rejection
Working as an Investment Advisor is a very demanding job espeically when you are building your own client portfolio. You need to work from 9AM to 9PM generating leads to meet with prospects to introduce them to your philosophy and how you can add value to their financial situation. You need to be patient, and you must supress your frustration to make sure you keep looking forward. This is the best job if you plan to committing to it in the long run, because there is no such thing as instant gratification with it!