Favorite Parts of Being a Financial Advisor at a Wealth Management Company
Jessica, a financial advisor, finds the most rewarding aspect of her career helping stressed clients gain "peace of mind" by clarifying their financial situation. This involves organizing complex information into an easily understandable format, enabling clients to confidently make decisions, such as "retire right now and not have to worry."
Financial Planning, Client Relationships, Problem-Solving, Stress Management, Retirement Planning
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 clients reduce stress and gain peace of mind about their finances
2. Organizing complex financial information into an understandable format for clients
3. Empowering clients to make informed decisions about retirement and their financial future
Transcript
What do you enjoy most about being a financial advisor?
I really love when I'm able to help clients have peace of mind. They've often been really stressed about their financial situation and didn't have a good idea of their current position.
When I can take all their information and put it into a format that's easy for them to understand, I can show them how much money they can spend in retirement. Because this is their goal, they can actually retire right now and not have to worry. Making them feel a lot better about it is really rewarding.
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