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).
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