Welcome to Glassman Wealth

Zachary, welcome to the team.

This page is meant to work as a resource for you in tandem with your physical on-boarding guide.

 

The Glassman Wealth Vision

We share a passion for enriching the lives of our clients.

 

Our Recommendations

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 understanding our established Client Experience. We will introduce you to our technology systems and give you the tools necessary to master them. You will work closely with Gabe and Colin, having weekly check-ins and 1-on-1 meetings to ensure that you're on the track to success.

Day 31 to 60

Once you've developed a grasp of our systems, and are able to efficiently utilize them, you will delve in deeper to the role, working on quarterly reporting, billing, and paperwork. During this time you would have established procedures for working with support advisors and clients.

Day 61 to 90

During this time frame you will expand to work on client processing, compliance, designing efficient practices and reporting, and owning your role. You will have been working closely with the team for several weeks now, and they will continue to support you in your work, and help celebrate your successes.

All about Glassman Wealth

Have any questions?

 

 

See Courtney: for anything HR, benefits, or wellness related.

See Gabe: for anything BIG, training, IT/technical, or payroll related.

See Colin: for any role specific questions.

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).

Building Amenities

  • Gym

    Access to our onsite Gym and locker room.

  • Mall Access

    Five minute walk to Tysons Corner Mall.

  • Free Parking

    Glassman Wealth fully pays for convenient garage parking.

  • Dry Cleaning Services

    Charm City Concierge offers dry cleaning.

  • Special Events

    Charm City Concierge holds a variety of special events for holidays and various occasions

Read more about our culture and achievements from our blog posts below.