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Highland Wealth Management Work Values
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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 :
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.
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Information about Highland Wealth Management
Company Rank: Not Available
Average length of employment : 17 years
Average salary of employees: $32,000
These are some of the questions we asked our climbers about their experiences with Highland Wealth Management :
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
