Lowenberg Wealth Management Group Work Values

Daily Duties at Lowenberg Wealth Management Group:

Managed daily business operations and compliance for the firm, including: company budgets, client service, advertising compliance, books and records, employee supervision, and case management. Managed high net worth client investment portfolios, including: assessment of customer risk preferences, investment policy, asset allocation (fixed income, equity, and alternatives), manager and security selection, management of liquidity and timing issues. Managed “family office” activities such as life insurance, premium finance, interface with clients’ CPAs and legal counsel, financial planning, performance reporting, and mortgages.

What they like about Lowenberg Wealth Management Group:

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.

Tags

Real Estate, Bonds, CFA, Communications, Customer Relationship Management, Financial, Financial Industry, Financial Statement, Forecast, Investment Management, Asset Management, Client Service, Investor Relations, Investment Strategy

Skills

Portfolio Management, Financial Analysis, Investment Strategy, Business Operations Management

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