Expertly Written Essay On Analyze A Company - Fit To Follow

The preferred entity for analysis in this assignment is Bell Investment Advisors, which is a large independent financial advisory company and operates as a fee-only company. It has been in operation for the last 25 years and offers both financial planning and investment management through life coaching services. The company has a long record of success and has been active in advising and monitoring the investments owned by its clients. This company has a strong link to my career interest area of a finance advisor. The company is located in Oakland San Francisco in the United States. Its offices are accessible through trains, well-connected road network and an airport from any part of the country. San Francisco area has large communities of people from all over America and the globe who have migrated to secure employment opportunities in the factories situated in the region. It integrates a down to earth approach to creating an investment advisory experience which is personal for its customers against what other investment advisory firms are capable of doing. The Organizational surroundings in its neighborhood are relaxed and indoor with a serene atmosphere housing its offices, having employees that are calm, hardworking and friendly. The company offers lucrative and competitive compensation to its employees that consist of both basic salary and other benefits such as a medical cover and paid annual leave and vacation to a destination of choice. It offers flexible working hours for its employees. The company also provides more opportunities to mentor others through its life coaching activities that are aimed at bettering its younger employees and its clients and thus offers a unique opportunity for staff and customers to develop in a highly paced environment.
For the simple reason, that this company primarily deals with humans and is located in an area with diverse people, it makes it an ideal company to interact with customers when serving them and work in teams so as to ensure that the goals of the enterprise are company are achievable. Besides, the company organizes a women's round table seminars meant to help women grow and become highly successful in wealth management and their careers. These annual and quarterly seminars are aimed at creating a supportive community through like-minded and financially literate partners which are ideal for further interactions and resonates well with my preferred working style of working in a team, meeting with people and working in a more relaxed environment through these roundtable meetings. This company also is in line with my top most career growth interest areas such as finance advisor, private banker, and real estate development. My strengths for the dream job are defined by my unquestionable ability to integrate and associate very well with team members as well as keenness on detail. I am also a dynamic individual and always ready to learn new things.
My skills that would serve to benefit Bell Investment Advisors include, advanced technical math skills that would help the company serve its customers well in their financial planning and wealth management, people skills such as listening and excellent communication skills that are critical to the achievement of a client-friendly approach, good promotional skills that will be important in ensuring that the company reaches its clients in line with its goals to grow and expand even to other regions and reach more customers. Also, my willingness to change and compromise will serve the company in handling clients with their needs that may call to being more flexible yet without compromising the ideals of the enterprise. My work preference collaborates in a more concrete and practical problem and also benefit the company in serving its customers who have real financial and wealth management. In my previous work environment, my values that include safety, location geographical location and success desires have been unmet, and thus this provides me with an opportunity to express them in this environment.