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 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.



  • Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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...


  • Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy Financial is seeking a motivated and ambitious individual to join our team as a Wealth Management Assistant. As a key member of our team, you will play a crucial role in shaping the financial futures of our clients.Key ResponsibilitiesObtain Series 65 License within 6 weeks from hire dateActively utilize training/study materials with a...


  • Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy Financial is seeking a motivated and ambitious individual to join our team as a Wealth Management Assistant. This entry-level position offers a rewarding career path towards becoming a licensed advisor, with a focus on training and obtaining S65 and Insurance licenses.Key ResponsibilitiesStudy and become fully licensed within 2 months of...


  • Torrance, California, United States Trilogy Financial Full time

    Job SummaryWe are seeking a motivated and ambitious individual to join our team as a Wealth Management Assistant 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. The primary goals include training and obtaining S65 and Insurance licenses. Our ambitious and...


  • Torrance, California, United States M Nelson Inc Full time

    Job OverviewAt M Nelson Inc, we are seeking a highly skilled and experienced Townhome Association Manager to oversee the general maintenance and upkeep of common areas, ensuring the complex remains in pristine condition.Key Responsibilities:Property Management: Oversee the general maintenance and upkeep of common areas, ensuring the complex remains in...


  • Torrance, California, United States Charles Schwab Full time

    Your OpportunityYour OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Here, innovative thinking meets creative problem-solving, helping us challenge the status quo and transform the finance industry together.As a Client Relationship Manager, you'll play a crucial leadership role that informs the daily...

  • Merchandise Associate

    4 weeks ago


    Torrance, California, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Sales Associate in General Merchandise. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and meeting sales goals.Key Responsibilities:Provide excellent customer...

  • Sales Associate

    2 weeks ago


    Torrance, California, United States The Salvation Army Full time

    About The RoleWe are seeking a Sales Associate to join our team at The Salvation Army. As a Sales Associate, you will be responsible for providing excellent customer service, maintaining a clean and organized store environment, and assisting with donations and inventory management.Key ResponsibilitiesCustomer Service: Greet customers and donors, provide...

  • Sales Associate

    3 weeks ago


    Torrance, California, United States Stretch Lab LA Full time

    Job Title: Sales AssociateJob Summary:We are seeking a highly motivated and customer-focused Sales Associate to join our team at StretchLab LA. As a Sales Associate, you will be responsible for assisting the General Manager with new membership sales and the retention of current members. You will provide superior customer service while assisting new and...

  • Stockroom Associate

    3 weeks ago


    Torrance, California, United States Steve Madden Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Stockroom Associate to join our team at Steve Madden. As a Stockroom Associate, you will be responsible for verifying merchandise receipts, deliveries, and placement of merchandise in the stockroom.Key ResponsibilitiesVerify merchandise receipts and deliveries to ensure accuracy and...


  • Torrance, California, United States CarMax Full time

    Job Summary:This role is responsible for providing exceptional customer service in a fast-paced, team-oriented environment. The Business Office Associate will facilitate the sales, auction, and appraisal process, ensuring a seamless experience for customers.Key Responsibilities:Assist store personnel and departments in daily functions while adhering to...

  • Sales Associate

    4 weeks ago


    Torrance, California, United States Spencer Gifts Full time

    Job SummaryAs a Sales Associate at Spencer's, you will be responsible for maintaining exceptional guest services, efficiently operating the point of sale system, and supporting the Store Management Team in generating sales, conducting housekeeping, merchandising, signing, pricing, and loss prevention. Key Responsibilities:Maintain a clean and organized store...

  • Delivery Associate

    3 weeks ago


    Torrance, California, United States Accelerated Logistics Inc Full time

    Job DescriptionWe are seeking a reliable and hardworking Delivery Associate to join our team at Accelerated Logistics Inc. As a Delivery Associate, you will be responsible for delivering packages to various locations in Torrance and surrounding areas.ResponsibilitiesLoad, unload, prepare, inspect, re-fuel and safely operate company-provided transport...


  • Torrance, California, United States Marukai Corp. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Lifestyle Department Associate to join our team at Marukai Corp. As a key member of our retail team, you will be responsible for maintaining a visually appealing and well-organized store environment, ensuring excellent customer service, and supporting sales floor activities.Key...


  • Torrance, California, United States Fabletics Full time

    Job Title: Retail Sales AssociateAbout the Role:We are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Fabletics Retail Store. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and driving sales growth.Key...

  • Golf Retail Associate

    3 weeks ago


    Torrance, California, United States PGA TOUR Superstore Full time

    Golf's Happy PlaceAt PGA TOUR Superstore, we're always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business.As one of the fastest growing specialty retailers, we are dedicated to hiring selfless team players from different backgrounds to influence the growth of our organization.Part of the...


  • Torrance, California, United States PGA TOUR Superstore Full time

    Golf's Happy PlaceAt PGA TOUR Superstore, we're always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we are dedicated to hiring selfless team players from different backgrounds to influence the growth of our organization.Position...


  • Torrance, California, United States Uniqlo Co., Ltd. Full time

    Job Title: Retail Sales Associate Job Summary: We are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Uniqlo Co., Ltd. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, meeting sales goals, and maintaining a high level of product knowledge. Key...


  • Torrance, California, United States Fabletics Full time

    Fabletics Retail Store AssociateFabletics is seeking a highly motivated and energetic Seasonal Store Associate to join our team. As a Seasonal Store Associate, you will be responsible for providing a best-in-class retail store experience, utilizing cutting-edge technology to enable seamless shopping between our website and retail stores. You will work...


  • Torrance, California, United States Fabletics Full time

    Job DescriptionTechStyle Fashion Group - Fabletics Retail is currently seeking a highly motivated and energetic Part-Time Store Associate to join our team at Del Amo mall in Torrance, CA.Key Responsibilities:Provide a best-in-class retail store experience for customers.Utilize cutting-edge technology to enable seamless shopping between our website and retail...