Tell us about how you contribute to the success of Carrick Wealth as an organization.
I have had a diverse and well-rounded career in the financial services industry, having worked in Business Development, Team Leadership, and Administration. This broad experience has equipped me with a unique skill set that I now bring to my role as a Private Wealth Manager at Carrick Wealth.
The impact I have on the success of Carrick Wealth is significant. By helping our clients achieve their financial goals, I am not only enhancing their economic well-being but also contributing to the success of the organization. The high level of satisfaction our clients experience is a direct reflection of the quality of service and expertise we offer at Carrick Wealth.
What is the best part about your job?
The best part of my job as a Private Wealth Manager is being able to make a positive impact on the financial wellbeing of my clients. I find it extremely fulfilling to be able to help people achieve their financial goals, whether that’s saving for retirement, protecting their assets, or simply planning for the future.
Additionally, I enjoy the relationships that I have developed with my clients. I value the trust that they have placed in me and am always striving to exceed their expectations. It’s very rewarding to know that I am playing an important role in their financial lives and helping to secure their financial future.
Finally, I appreciate the opportunity to continuously learn and grow in my role. The financial services industry is constantly evolving, and I am constantly striving to stay informed of the latest trends and best practices. This helps me to provide my clients with the most up-to-date and effective advice and solutions.
Tell us about your personal and professional growth while working at Carrick.
Working at Carrick Wealth has been an enriching experience, both personally and professionally. Since joining the firm, I have had the opportunity to grow and develop in ways that I never could have imagined.
Professionally, I have had the chance to work with a talented and experienced team of professionals who are dedicated to providing the best possible service to our clients. I have learned a great deal from my colleagues and have had the opportunity to take on new challenges and responsibilities, which has helped me to develop my skills and expertise further.
On a personal level, working at Carrick has given me the opportunity to make meaningful connections with my clients. I have had the chance to work with a diverse group of individuals, each with their own unique financial needs and goals. This has given me a deeper understanding of the impact that good financial planning can have on people’s lives and has fueled my passion for this work.
What is a typical day at work like for you?
- Meeting with clients to discuss their financial goals and provide advice on investments, insurance, retirement planning, and other financial products and services.
- Researching and analyzing financial markets, trends, and data to stay up to date with the latest developments and inform their advice to clients.
- Preparing and delivering presentations to clients, such as retirement projections or investment portfolios.
- Administering and monitoring client investments, regularly reviewing and adjusting portfolios as needed.
- Networking and business development activities to expand their client base and find new opportunities for growth.
- Keeping up with regulatory and compliance requirements and ensuring that all their practices adhere to industry standards and ethical guidelines.