Favorite Parts Of Working In Wealth Management As A Financial Advisor
Jessica, a financial advisor, enjoys the "good and valuable information" gained from the finance industry, enabling personal financial success and the ability to help others. This knowledge, Jessica says, has benefited them "enormously," allowing for impactful client support.
Financial Planning, Investment Management, Client Relations, Financial Literacy, Personal Finance
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Jessica Roks
Financial Advisor
Wealth Management Company
UC San Diego
Na
Economics, Psychology
Finance (Banking, Fintech, Investing)
Finance
Honors Student, Took Out Loans, Worked 20+ Hours in School
Video Highlights
1. Helping others learn about finance and markets
2. Managing personal finances effectively using finance knowledge
3. Gaining valuable knowledge and skills applicable beyond the finance field
Transcript
What do you enjoy most about being in the finance industry?
That's a good question. I really love everything I've learned about finance and the markets. I think it's good and valuable information for anyone to know.
It has benefited me enormously on a personal level. I've been able to manage my own financial situation very well because of all the information I have. I also love helping other people learn about it.
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