Ccm Investment Advisors Work Values

Daily Duties at Ccm Investment Advisors:

MY ROLE AND PRIMARY RESPONSIBILITY AT CCM WAS MARKETING/NEW BUSINESS DEVELOPMENT FOR THE FIRM AND ESTABLISHING NEW RELATIONSHIPS WITH “WIREHOUSE ' FIRMS SUCH AS MERRILL LYNCH, WELLS FARGO ADVISORS, UBS PAINE WEBBER , MORGAN STANLEY SMITH BARNEY AS WELL AS REGIONAL BROKERAGE FIRMS LOCATED IN THE SOUTHEAST. THE GOAL BEING TO GAIN ACCESS AND BECOME AN AVAILABLE CHOICE TO FINANCIAL ADVISORS AND THEIR CLIENTSIN THE “LARGE-CAP VALUE” CATEGORY AS A PREFERRED MANAGER. IN ORDER FOR THIS TO OCCUR CCM HAD TO BE INVITED TO BECOME A RECOMMENDED PARTICIPATING INVESTMENT MANAGER ON THE FIRMS' SEPARATELY MANAGED ACCOUNT PLATFORM UTILIZED BY FINANCIAL ADVISORS FOR THEIR CLIENTS. AN UNDERSTANDING OF THE FIRM'S INVESTMENT PHILOSOPHY AND IMPLEMENTATION INTO CLIENT PORTFOLIOS WAS AN ONGOING RESPONSIBILITY AND KEEPING UP-TO-DATE ON THE STOCKS HELD, THEIR BUSINESSES, AND THEIR PERFORMANCE WAS A VITAL PART OF ANY CLIENT PORTFOLIO REVIEW MEETING I CONDUCTED. THE CCM QUARTERLY MARKET COMMENTARY AS WELL AS THE FIRM'S MACRO-ECONOMIC VIEWPOINT WAS INFORMATION I REGULARLY DISCUSSED WITH PROSPECTS AND CLIENTS. THEREFORE, MY ROLE ALSO WAS ONE OF CUSTOMER RELATIONSHIP MANAGER.

What they like about Ccm Investment Advisors:

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.

Tags

Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Skills

P&L responsibilities, Software Implementation, Requirements Analysis & Specification, Customer Interraction, Leader, Strong Sales Record

These are some of the questions we asked our climbers about their experiences with Ccm Investment Advisors: