Wealth Management Associate
4 weeks ago
Job Summary
Trilogy Financial is seeking a motivated and detail-oriented Wealth Management Assistant to join our team. As a Wealth Management Assistant, you will play a crucial role in supporting our clients and helping them achieve their financial goals. This is an excellent opportunity for individuals who are passionate about finance and want to start their career in a dynamic and fast-paced environment.
Key Responsibilities
- Assist in the training and licensing process for Series 65 and Insurance licenses
- Support the team in client onboarding and hands-on training
- Learn and understand Trilogy's processes, including prequalifying, discovery interview, presentation, implementation, referrals, service, and planning
- Develop strong analytical and problem-solving skills to provide exceptional client service
Requirements
- Bachelor's degree in business, finance, or related field; preferred but not required
- Knowledge of securities and insurance industries
- 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
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. Our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. We continue to recruit and mentor new talent to the industry, committed to providing opportunities for people to live their best lives.
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