Envestnet Asset Management Work Values

Daily Duties at Envestnet Asset Management:

•Training financial advisors to properly facilitate platform •Prospecting potential / existing clients •Troubleshooting and resolving account issues •Responsible for nearly $5 billion in assets •Increased Assets under Advisory Services $1 billion in 6 months •Working knowledge of diverse investments •Following strict financial deadlines, adhering to policy standards

What they like about Envestnet Asset 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.

Tags

finance, Training

Skills

Excel, Interpersonal Skills, Telephone Skills, Verbal Skills, Written Communications Skills, Test Score Analysis & Benchmarking, Microsoft Office , Presentation Skills, Faxing, Filing, Copying , Microsoft Office, Data Entry, Answering Phones, Internet , Business Analysis, Budgeting, Accounting, Mathematical, Logical reasoning, Technology Solutions, Sales Support, Resource Management, Leadership

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