Major: Financial Counseling and Planning
Company/Organization: AO Wealth Advisory
Company/Organization website: https://www.aowealthadvisory.com/
Destination: Urbandale, Iowa
I was responsible for...
Learn firm procedures by spending time with each employee including: o Financial Planning, which is responsible for: Development, implementation and monitoring of financial planning strategies Preparation of financial analysis for various wealth management / financial planning issues; including investments, estate planning, tax planning, debt management and insurance Preparation of financial reports and presentations for clients o Advisor Support o Client Support o Operations Track status of account transfers Maintain electronic data on clients Create and track paperwork o Investment o Compliance Attend team meetings as required Assist with special projects Other Duties as appropriate
Learning how to navigate Custodian's websites, how to process client paperwork and how to successfully use Financial Planning software (eMoney) and a CRM (Redtail).
I learned that it is so important to ask questions and write them down so you remember. Asking questions shows your dedication to learning and being successful in the role and the industry.
Advice for others...
Have confidence in yourself. The more confidence you portray the more successful you will be.