Wealth Management Associate

4 weeks ago

Torrance, California, United States Trilogy Financial Full time
Job Summary

Trilogy Financial is seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team. As a key member of our team, you will play a crucial role in supporting our clients and helping them achieve their financial goals.

Key Responsibilities
  • Obtain Series 65 and Life & Health Insurance licenses within a specified timeframe
  • Utilize training materials and adhere to the step-by-step licensing process
  • Learn Trilogy's Client Onboarding process through hands-on training and demonstrate competency within a specified timeframe
  • Support the team through client service calls, preparing for client meetings, observing and taking notes during client meetings, and updating notes in appropriate software
  • Learn Trilogy's processes, including prequalifying, discovery interview, presentation, implementation, referrals, service, and planning
  • Develop a comprehensive understanding of Trilogy's Solutions Platforms and Technology Platforms, including DecisionCoach, DecisionCenter, TrilogyCapital, Trilogy Fixed Insurance solutions, Salesforce, ORION, DocuSign, eMoney, Zoom, Office Suite, and Windows 10
Requirements
  • Bachelor's degree in business, finance, or a related field (preferred but not required)
  • Knowledge of securities and insurance industries
  • Drive for professional development and 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
  • 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 become 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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