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Wealth Management Associate

4 weeks ago

Torrance, California, United States Trilogy Financial Full time

Job Summary

Trilogy Financial is seeking a motivated and detail-oriented Wealth Management Assistant to join our team. As an entry-level position, this role serves as the first step in our rewarding career path towards becoming a licensed advisor. The primary goals include training and obtaining S65 and Insurance licenses. Our ambitious and fast-paced career path provides growth opportunities for proactive individuals ready to work hard and meet the challenge.


Key Responsibilities

Below are the key responsibilities for the Wealth Management Assistant role:

  • Study and become fully licensed within 2 months (8 weeks) of becoming a Wealth Management Assistant
  • Actively utilize training/study materials with a strict adherence to the step-by-step licensing process
  • Obtain Series 65 License within 6 weeks from hire date
  • Obtain Insurance License within 8 weeks from hire date
  • 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 Wealth Management Assistant. Training consists of: 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

Below are the requirements for the Wealth Management Assistant role:

  • 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)

Benefits

Below are the benefits for the Wealth Management Assistant role:

  • Competitive Compensation
  • 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
  • Insurance and Health Licensing for advisors only
  • Team Events and Parties
  • Achievement Awards and Trips
  • Series 65 Licensing
  • Insurance and Health Licensing
  • CFP certification
  • Career path offers Work from Home options

About Trilogy Financial

Established in 1999, Trilogy Financial has grown to be 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. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.