Highland Wealth Management Work Values

Daily Duties at Highland Wealth Management :

Financial Advisor -Prospected and provide client services to clients with net worth over $250,000 -Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios. -By providing excellent customer service and financial knowledge, I would receive referrals to further continue building my client base. Operations -Created several documents and processes that streamlined operations -Designed our client confidential, this created a snapshot of our client’s finances, which provided uniformity between advisors and ease of creating a financial plan. -Created several key documents such as our sexual harassment policy, code of ethics, action slips, and a excel program that kept track of each advisor’s gross, submitted, and final commissions. Human Resources -Would hand-pick on a select few individuals to interview. -Panel interview, focused my questions dealing with ethics, integrity, honesty, and dedication.

What they like about Highland Wealth Management :

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

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Skills

These are some of the questions we asked our climbers about their experiences with Highland Wealth Management :