Wealth Management Associate

5 days ago

Castle Rock, Colorado, United States Trilogy Financial Full time
Job Summary

We are seeking a motivated and detail-oriented Wealth Management Assistant to join our team at Trilogy Financial. As an entry-level position, this role serves as the first step in our rewarding career path towards becoming a licensed advisor.

Key Responsibilities
  • 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 and Development

Our comprehensive training program includes:

  • Providing support to the Team through client service calls, preparing for client meetings, observing and taking notes during client meetings, and updating notes in appropriate software.
  • Learning Trilogy's processes (One Trilogy): prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.
  • Learning and understanding our best practices, products, communications, and phones.
  • Learning and showing 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
  • Minimum Qualifications: 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
  • 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

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