Your first few weeks at Glassman Wealth
We have developed a 30-60-90 day plan to help guide your experience with Glassman Wealth.
In the First 30 Days
You will become a part of the GWS Team. This includes reviewing our values and vision, and learning what has been accomplished so far with our Client Experience philosophy. You'll work closely with Dana and develop your team goals and expectations, and meet with every member of the team to learn their roles and how you will work together. You will be introduced to the variety of software and resources we use, and learn to effectively utilize these tools.
Day 31 to 60
As you become more comfortable in your role, and begin to master our systems and tools, you will begin to leverage other team members as you work together to hone the overall GWS client experience. You will actively work with Dana to engage clients, and seek out new resources that will add value to the team.
Day 61 to 90
By now you will have established yourself as a valued member of our team, and developed rapport with clients. You will develop your personal brand and thought leadership, and work with Dana on "what's next" for your clients. You will continue to solidify relationships with clients and grow as a member of the GWS team.
All about Glassman Wealth
Have any questions?
See Courtney: for anything HR, benefits, or wellness related.
See Eric and Candace: for any role specific questions (they will be leading much of your training).
See Julia: for any office orders, building questions, and miscellany (if she's not the right person, she can at least send you the right way).
Access to our onsite Gym and locker room.
Five minute walk to Tysons Corner Mall.
Glassman Wealth fully pays for convenient garage parking.
Dry Cleaning Services
Charm City Concierge offers dry cleaning.
Charm City Concierge holds a variety of special events for holidays and various occasions