Significant Career Lesson From A Financial Advisor At A Wealth Management Company
Jessica's most significant career lesson centers on the importance of patience and collaboration, stating that "it's really important to maintain good relationships with these people," including insurance specialists and tax preparers. This collaborative approach, requiring consistent follow-up, has significantly improved their career trajectory.
Patience, Teamwork, Relationship Building, Collaboration, Financial 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. Patience and collaboration are crucial for success as a financial advisor, requiring effective teamwork with various professionals like insurance specialists and tax preparers.
2. Building and maintaining strong relationships is essential for a financial advisor's success, as it enables smooth collaboration and timely project completion.
3. Following up diligently and adapting to the workflow of others are key skills for financial advisors to ensure that projects and processes move forward efficiently and effectively.
Transcript
What is one lesson that you've learned that has proven to be really significant throughout your career?
That's a really good one. I think the way I've grown the most in my career, which has gotten me to a much better place, is learning how to be really patient with everyone I work with.
As an advisor or even just as a financial planner, you'll collaborate with many other professionals: insurance specialists, estate planners, tax preparers. Some may even work at your company.
You depend on these people to do their part before you can do yours. It's really important to maintain good relationships, be patient, and show appreciation for what they do.
Have the mindset that you'll need to follow up with people frequently. Be prepared for that and go with the flow.
Advizer Personal Links
No