Wealth Management Associate
2 weeks ago
Trilogy Financial is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a vital role in shaping the financial futures of our clients. This is an excellent opportunity for a career-driven individual to develop their skills and knowledge in the financial services industry.
Key Responsibilities- Obtain and maintain Series 65 and Life & Health Insurance licenses within a specified timeframe.
- Participate in comprehensive training and development programs to enhance your knowledge and skills in financial planning and wealth management.
- Assist in client onboarding and provide exceptional customer service to our clients.
- Develop and maintain a strong understanding of Trilogy's processes, products, and technology platforms.
- Collaborate with the team to achieve business objectives and contribute to the growth and success of the company.
- Bachelor's degree in business, finance, or a related field (preferred but not required).
- Knowledge of the securities and insurance industries.
- A strong drive for professional development and a passion for working with people.
- Excellent communication and interpersonal skills.
- Ability to prioritize and organize tasks in a timely manner.
- Competitive compensation package.
- Comprehensive health, dental, and vision insurance.
- Life and disability coverage.
- Paid time off and holidays.
- 401(k) matching and profit-sharing opportunities.
- Career development and mentorship programs.
- Opportunities for advancement and professional growth.
Trilogy Financial is a nationwide firm with a strong commitment to building relationships with our clients and providing exceptional financial services. We are dedicated to creating a supportive and collaborative work environment that fosters growth and development. Our team of over 120 employees is passionate about helping our clients achieve their financial goals and live their best lives.
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Wealth Management Associate
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Wealth Management Associate
1 week ago
Torrance, California, United States Trilogy Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Trilogy Financial. As a key member of our team, you will play a crucial role in shaping the financial futures of our clients.Key ResponsibilitiesObtain and maintain Series 65 and Life & Health Insurance licenses within a specified...
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