What Type Of Person Thrives In Wealth Management According To A Financial Advisor At A Wealth Management Company
Jessica, a financial advisor, identifies success in wealth management as requiring a combination of "handling high pressure environments" and strong sales skills, adding that a technical understanding is also beneficial. While Jessica excels technically, "people who have both" technical and sales strengths "are going to do excellent."
Sales, Communication, Stress Management, Problem-Solving, High-Pressure Environments
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. People who thrive in the financial advising industry are comfortable working in high-pressure environments.
2. A strong understanding of financial complexities is crucial for success.
3. Excellent sales skills significantly contribute to career advancement in this field.
Transcript
How would you describe people who typically thrive in this industry?
People who can handle high-pressure environments do really well. This includes those who understand all the complexities required to work with clients, and who are also very good at sales. They do exceptionally well.
From a technical standpoint, I'm really good. From a sales standpoint, I'm just okay, so I'm doing pretty well overall. However, people who have both of those skills are the ones who will do excellent.
Advizer Personal Links
No