Financial Services Associate
7 days ago
Job Summary
We are seeking a highly motivated and ambitious Financial Services Associate to join our team at Trilogy Financial. This entry-level position offers an exciting opportunity for professional growth and development, with a clear career path towards becoming a licensed advisor.
About the Role
As a Financial Services Associate, you will be responsible for studying and obtaining necessary licenses within a specified timeframe. You will work closely with our experienced team members, receiving comprehensive training and support to ensure your success.
Duties and Responsibilities
- Obtain Series 65 License within 6 weeks from hire date
- Actively utilize training/study materials with a strict adherence to the step-by-step licensing process
- Study and become fully licensed within 2-months (8 weeks) of becoming a Financial Services Associate
- Begin hands-on training after obtaining licenses
- Learn Trilogy's Client Onboarding process through hands-on training. Prove competency within 6-months (24 weeks) of becoming a Financial Services Associate
- Provide support to the Team through client service calls, preparing for client meetings, observe and take notes during client meetings, and update notes in appropriate software
- Learn Trilogy's processes (One Trilogy): prequalifying, discovery interview, presentation, implementation, referrals, service, and planning
- Learn and understand our best practices, products, communications, and phones
- Learn and show proficiency with Trilogy's Solutions Platforms and Technology Platforms: DecisionCoach, DecisionCenter, TrilogyCapital, Trilogy Fixed Insurance solutions, Salesforce, ORION, DocuSign, eMoney, Zoom, Office Suite, and Windows 10
Requirements
- Bachelor's degree in business, finance, or related field; preferred but not required.
- Knowledge of securities and insurance industries.
- A drive for professional development and a passion for working with people.
- Strong network of personal contacts. (preferred)
- Comprehensive knowledge of topics related to financial planning including securities and insurance products and services. (preferred)
Skills Requirements - Core Strengths – Skill Strengths
- Ability to prioritize and organize tasks in a timely manner.
- Ability to learn, accept, and implement training/feedback.
- Confident, articulate, and professional verbal and written communication skills.
- Exceptional interpersonal and client service skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving skills.
- High degree of integrity with the ability to maintain confidentiality.
Promotion Requirements
- Achieving the Series 65 and Life & Health Insurance licensure is required for promotion
- Successfully demonstrating Client Onboarding skills with supervisor's recommendation for promotion
Compensation Package
- An estimated annual salary range of $56,000-$60,000 based on experience and performance
- Competitive benefits package including health, dental, and vision insurance
- Opportunities for professional growth and advancement within the company
About Trilogy Financial
Trilogy Financial is a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage. Our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. We are dedicated to providing opportunities for people to live their best lives and continue to recruit and mentor new talent to the industry.
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