Chance Owen

10/20/2015

University of Central Florida

What I Want to Do

What I want to do

I want to offer high quality financial services and advice to my family, friends and community. I’m going to work in a setting where my ethics and beliefs are aligned with my companies’ values. I am looking for a company that has longevity in mind and one that doesn’t always put the bottom line first. I never want to offer a product or service that would steer someone in the wrong direction. And I think in wealth management I will be able to do just that.

By not specifying the services I intend to offer I am allowing myself to be fluid. I genuinely just want to help people and that’s what I will do with my “wild and precious life.” I intend to do it in and outside of the traditional work setting. I can help people be fiscally responsible at work and help my sons friends learn baseball fundamentals after. Helping people isn’t a job it’s a habit. And it just so happens to also be what I am basing my career on.

Wealth managers have a duty to meet the expectations and agreements set forth by the client. They must convey trust to gain clients. And they must display results to retain them. It can be a hard position but I like because it overlaps a combination of hard and soft skills. You have to understand economic reports, analyze trends, think from a financial perspective and rationalize choices. But as a wise man once told me, “No one cares what you know unless they know you care.” And that is where establishing relationships, having manners, being witty and clever, listening to others and communicating you care plays such a primitive role. We like others who have these skills and that is why I have been working on these just as much as technical skills. Because in wealth management especially – they matter. I tend to enjoy using my interpersonal skills and wealth management is a great path where those skills will highly benefit me.

Wealth management is a combination of sales and investment analysis in my opinion. The field is ever-changing and requires constant attention and focus. Depending on the company you work for and the clients you have, a higher level of investment analysis and understanding is demanded. The field is vast but I intend to observe many professionals, different styles and techniques, and company platforms. With the right support, I will have long-term career I can endlessly grow in and explore.