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Financial Services Professional

1 month ago

Glendora, California, United States Trilogy Financial Full time

**Overview of Trilogy Financial:**

We are a nationwide firm established in 1999, dedicated to building relationships with our clients while using solid financial principles to manage their assets.

Our Mission:

We are committed to providing opportunities for people to live their best lives, and we continue to recruit and mentor new talent to the industry.

Job Summary:

We are seeking a motivated individual with a passion for connecting with people and shaping financial futures as a Wealth Management Assistant.

Key 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
  • Become fully licensed within 2-months (8 weeks) of becoming a Wealth Management Assistant
  • Learn Trilogy's Client Onboarding process through hands-on training
  • Prove competency within 6-months (24 weeks) of becoming a Wealth Management Assistant

Required Skills and Qualifications:

  • Bachelor's degree in business, finance, or related field; preferred but not required
  • 1-3 Years of Industry Experience
  • Knowledge of securities and insurance industries
  • A drive for professional development and a passion for working with people

Benefits:

  • Competitive Compensation: $27 per hour
  • Comprehensive Health, Dental and Vision Insurance
  • Life and Disability Coverage
  • Paid Time Off and Holidays
  • 401(k) Matching
  • Eligible Profit Sharing
  • Career Development, Mentorship and Education
  • Team Events and Parties
  • Achievement Awards and Trips

About Us:

We have over 120 employees across the country, offering a multi-generational staff that understands the needs and perspectives of a wide variety of client needs.