A typical day at work consists of either working to schedule meetings (building prospect lists, cold calling, sending emails) or traveling to visit clients, prospective clients and other centers of influence (such as trust and estate attorneys, accountants, investment bankers, etc.)
I learned a lot about investments and optimal asset allocation for a variety of different types of investors. I also learned to be bold, to be comfortable in front of powerful, wealthy people, to have thicker skin in terms of handling constant rejection.
Management was fine given their task of driving salespeople to be more assertive, but it was definitely lacking in terms of fostering a culture of growth, and in terms of developing a lasting business model whereby young people have a good chance of long term success. The turnover within our organization is astronomical, and I'm becoming convinced that the younger relationship managers like myself exist simply to connect the more senior advisors with wealthy people before failing in the role and moving onto other careers.
My co-workers are fine, but the organization is structured in such a way that each team is really running its own business, so there isn't a lot of camaraderie across the office.
The hardest part of my job i the constant rejection, and the fact that the vast majority of my outbound correspondence goes unanswered.
The most enjoyable part of my job is meeting with clients and prospective clients, and hearing their interesting life and career stories. I love when I am tasked with providing a proposed solution to their wealth management situation. I think of it as a problem solving exercise, and I believe that I am among the best in my office at taking not these challenges when I have the chance to do so.