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Eagle Wealth Management, Inc. Work Values
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Daily Duties at Eagle Wealth Management, Inc.:
Assist financial planner; data entry of client information; determination of client assets and liabilties; create financial plans; determine portfilio according to percentage of assets; Use financial planning software Moneyguidepro.
What they like about Eagle Wealth Management, Inc.:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Skills
P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , coordinated delivery of financial products and services, facilitate day to day needs of the client base. , Maintain positive working relationships , Enter and maintain appropriate client records , Respond to client requests , Basic to advanced knowledge of financial planning and investment concepts, ? Proficient in Microsoft Suite Applications (Word, Excel, PowerPoint), scheduling appointments, Prepare and maintain client marketing materials
Information about Eagle Wealth Management, Inc.
Company Rank: 5.0 out of 5
Average length of employment : 1 year
Average salary of employees: $40,000
These are some of the questions we asked our climbers about their experiences with Eagle Wealth Management, Inc.:
| 05| | ||
| Were your performance expectations clearly communicated? | 5.0 |
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| Were you recognized for meeting or exceeding expectations? | 5.0 |
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| Did you feel like your personal contribution was important? | 5.0 |
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| Was your career path clearly outlined and discussed? | 5.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 3.0 |
