Just the Beginning – My Journey At RWA

 

 

By Austin Tanner

March 22, 2018

A career as a financial advisor.

Every day at Rubin Wealth Advisors, I find myself learning something new. When I first joined the team, I had no idea what to expect because I was still in the process of learning the financial industry.  After my initial interview with Bob Rubin, I was offered and accepted the internship position. Bob and the RWA team have made it easy for me to enjoy coming into work to learn more about what I’m very passionate about – helping people succeed in their financial lives.

In my six months of interning here at RWA, I have learned how to communicate more professionally with clients, how to master our technology, how to assist our advisors in managing client assets, and, most importantly, how to work well with our clients to ensure satisfaction. Not only have I earned valuable hands-on experience, but I have learned how to work more efficiently and effectively in my daily activities.

Accomplishments

Now that I gained experience and confidence in these fundamentals, my next goal is to master the responsibilities of a financial advisor. I am eager to learn how to professionally approach a prospect, how to proactively interact with each client and the many skills that are required to successfully bring on multiple clients. I currently have my Life, Health, and Annuity License (2-15) and am in the process of obtaining my Series 65. Down the road, I will also be sitting for the Series 7, Series 63, and the Certified Financial Planning Certification.

The last six months has been a great journey and I’ve learned a great deal at RWA. I’m very grateful for the experiences I’ve gained so far and am excited for what’s in store next, particularly after my graduation in December of 2018. My intention is to quickly finish all of my licenses and graduate with my Finance degree from Florida Atlantic University so that I can use the skills that I have obtained to become an affluent leader in the financial services industry.