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Wealth Continuum Group

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Adviser Training - Recensione dipendente - Dipendente anonimo presso Wealth Continuum Group

5,0
13 lug 2017
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

WCG has a fantastic training program that provides all the training necessary to be successful in this industry. It includes a 13 week product training, activity based curriculum and the opportunity to obtain your licenses. After successfully completing the fellowship you are again immersed into a training program that provides the foundation for success. Unlike other insurance companies, you are not left alone to build your practice. There is constant guidance and support from the staff, other advisers and your team.

Svantaggi

Difficulty at times with an office in CT and NJ but there is always open communication between both office locations creating an open door environment.

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Risposta di Wealth Continuum Group
8y
Thank you for your review! We appreciate the positive feedback. We are very proud of our training program and everything else that we offer an adviser that is starting off in this industry.

Esplora altre recensioni su Wealth Continuum Group

5,0
25 set 2022
Stagista anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Got a lot of hands on experience

Svantaggi

Didn't feel there were any.

5,0
16 mag 2018
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

This past spring I was fortunate enough to intern at Wealth Continuum Group. Throughout my internship I expanded my knowledge in the field of financial services, and gained hands on experience in the office. I was able to work on social selling and networking which ultimately lead me to understanding the strong relationships that the advisors have between themselves and their clients. As this was my first internship I was under the assumption that I would most likely be doing the typical internship “work” that many hear about. However, I was able to learn directly from the advisors and mentors, as well as work on tasks for individual advisors to gain a perspective from them. At the end of the semester I was able to present my “intern project” that I worked on throughout the semester long internship. I was given the opportunity to demonstrate to the president of Wealth Continuum group, as well as a handful of our mentors, all the information I learned and apply it to real life examples. I greatly appreciate all the information/experiences I was able to take away from this internship. At Wealth Continuum Group I was able to hone in on my social selling skills, as well as become a confident presenter in professional settings.

Svantaggi

There were no cons about my internship. I greatly enjoyed my experience.

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