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Wealth Management Associate—Career Q&A : Professional Advice and Insight

Author: Infobase,; Cambridge Educational (Firm)
Publisher: [Place of publication not identified] : Cambridge Educational, New York, N.Y. : Distributed by Infobase, [2018] 2018. ©2018
Series: Career Q&A: Professional Advice and Insight.
Edition/Format:   eVideo : Clipart/images/graphics : EnglishView all editions and formats
Summary:
What is it like to be a Wealth Management Associate? In this Career Q&A video interview, Christopher Erlewine talks about his career path, what he does on the job, and the keys to success in wealth management. He also offers candid advice on breaking into the profession as well as insight into the industry’s biggest challenges and how the field may change in the next ten years.
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Genre/Form: Internet videos
Material Type: Clipart/images/graphics, Internet resource, Videorecording
Document Type: Internet Resource, Computer File, Visual material
All Authors / Contributors: Infobase,; Cambridge Educational (Firm)
OCLC Number: 1081150151
Language Note: Closed-captioned.
Notes: Originally released by Cambridge Educational, 2018.
Streaming video file encoded with permission for digital streaming by Infobase on November 20, 2018.
Target Audience: 9 - 12
Description: 1 online resource (1 video file (13 min., 17 sec)) : sound, color.
Contents: Wealth Management Associate: Main Duties and Responsibilities (0:38); Wealth Management Associate: Career Beginnings (1:28); Wealth Management Associate: Keys for Success (1:38); Wealth Management Associate: Education and Certification Requirements (2:21); Wealth Management Associate: Workplace Atmosphere (2:18); Wealth Management Associate: Advice for Aspiring Pros (0:52); Wealth Management Associate: A Day on the Job (0:49); Wealth Management Associate: Industry Goals and Services (0:45); Wealth Management Associate: Industry Challenges (1:09); Wealth Management Associate: Looking at the Future (1:06);
Series Title: Career Q&A: Professional Advice and Insight.
Responsibility: Cambridge Educational.

Abstract:

What is it like to be a Wealth Management Associate? In this Career Q&A video interview, Christopher Erlewine talks about his career path, what he does on the job, and the keys to success in wealth management. He also offers candid advice on breaking into the profession as well as insight into the industry’s biggest challenges and how the field may change in the next ten years.

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