Segments in this Video

Wealth Management Associate: Main Duties and Responsibilities (00:38)

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Christopher Erlewine has worked in wealth management for 16 years under numerous titles. He advises clients on how to best use their money.

Wealth Management Associate: Career Beginnings (01:28)

Erlewine earned his MBA at Marshall University before going to Washington DC and working for Morgan Stanley. He has a series 7, series 66, and an insurance license.

Wealth Management Associate: Keys for Success (01:38)

Erlewine believes knowledge and personal skills are necessary to be a successful wealth advisor.

Wealth Management Associate: Education and Certification Requirements (02:21)

There are many certifications in the industry; a CFP indicates advanced training. A financial or accounting background is helpful.

Wealth Management Associate: Workplace Atmosphere (02:18)

Erlewine spends most of his time in an office when he is not traveling for training or meeting with clients.

Wealth Management Associate: Advice for Aspiring Pros (00:52)

Your services will be more in demand from customers if you focus more on increasing your knowledge and what you can do for them and less on sales.

Wealth Management Associate: A Day on the Job (00:49)

Erlewine discusses the ways his schedule might change even though he plans ahead for his workweek.

Wealth Management Associate: Industry Goals and Services (00:45)

A wealth advisor maps a plan for the client to meet financial goals, such as college funding or early retirement.

Wealth Management Associate: Industry Challenges (01:09)

Wealth planners meet one-on-one with clients versus robo-advisors accessed through the internet.

Wealth Management Associate: Looking at the Future (01:06)

Erlewine believes baby boomers will seek the advice of wealth managers because they are living longer and are largely responsible for funding their retirement.

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


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Description

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.

Length: 14 minutes

Item#: BVL166295

ISBN: 978-1-64481-306-5

Copyright date: ©2018

Closed Captioned

Performance Rights

Prices include public performance rights.

Not available to Home Video customers.


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