Wealth Management Assistant
4 weeks ago
Job Summary
We 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 fast-paced career path provides growth opportunities for proactive individuals ready to work hard and meet the challenge.
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 consists of: Provide support to the Team through client service calls, preparing for client meetings, observe and take notes during client meetings, and update notes in appropriate software.
- Learn Trilogy's processes (One Trilogy): prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.
- Learn and understand our best practices, products, communications, and phones.
- Learn and show 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
- 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
- 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 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. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy Financial lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.
-
Wealth Management Assistant
3 weeks ago
Torrance, California, United States Trilogy Financial Full timeJob 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...
-
Wealth Management Associate
4 weeks ago
Torrance, California, United States Trilogy Financial Full timeJob SummaryTrilogy 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...
-
Wealth Management Associate
4 weeks ago
Torrance, California, United States Trilogy Financial Full timeJob 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...
-
Wealth Management Assistant
4 weeks ago
Torrance, California, United States Trilogy Financial Full timeJob 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...
-
Caregiver Assistant
4 weeks ago
Torrance, California, United States Oakmont Management Group Full timeJob Title: CaregiverAt Oakmont Management Group, we are seeking a compassionate and dedicated Caregiver to join our team. As a Caregiver, you will play a vital role in providing exceptional care and support to our residents, enhancing their independence and quality of life.Responsibilities:Assist residents with their Activities of Daily Living (ADLs),...
-
Client Relationship Manager
1 month ago
Torrance, California, United States Charles Schwab Full timeYour 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...
-
Portfolio Management Specialist
3 weeks ago
Torrance, California, United States MANAGEMENT PROFESSIONALS INC Full timeJob DescriptionAre you looking to gain experience in a small business environment? Do you have a background in property management and want to take your skills to the next level? As a Portfolio Management Specialist at MANAGEMENT PROFESSIONALS INC, you will have the opportunity to work with multiple clients and learn all phases of operations related to...
-
Licensed Property Manager
4 weeks ago
Torrance, California, United States Pure Property Management Full timeJob DescriptionPure Property Management is seeking a highly skilled Residential Property Operations Specialist to join our team.The successful candidate will be responsible for managing all aspects of property operations, including maximizing occupancy levels and property values.The ideal candidate will have a valid driver's license in CA and a valid real...
-
Residential Property Manager
4 weeks ago
Torrance, California, United States Pure Property Management Full timeJob Title: Residential Property ManagerJob Summary: We are seeking a highly skilled Residential Property Manager to join our team at Pure Property Management. The successful candidate will be responsible for managing all aspects of property operations, including maximizing occupancy levels and property values.Key Responsibilities:Conduct all business in...
-
Operations Assistant Manager
3 weeks ago
Torrance, California, United States World Market Inc Full timeAt World Market Inc, we're looking for a skilled Assistant Manager: Operations to join our team. As a key member of our operations team, you'll be responsible for modeling and leading a customer-first selling culture, assessing business trends, and fostering a culture of diversity and belonging.Key Responsibilities: In partnership with the Store Manager,...
-
Assistant Store Manager
4 weeks ago
Torrance, California, United States Goodwill Southern Los Angeles County Full timeJob Title: Assistant Store ManagerAt Goodwill Southern Los Angeles County, we are seeking a highly motivated and experienced Assistant Store Manager to join our team. As a key member of our retail operations team, you will be responsible for assisting the Store Manager in the daily operations of our assigned retail store, ensuring consistency, compliance,...
-
Branch Manager Assistant
1 month ago
Torrance, California, United States Regional Finance Corp Full timeRegional Finance Corp Job DescriptionWe are seeking a highly motivated and customer-focused Assistant Branch Manager to join our team at Regional Finance Corp.About the RoleThis is a challenging and rewarding opportunity for a professional who is passionate about delivering exceptional customer service and driving business growth.As an Assistant Branch...
-
Purchasing Assistant Manager
4 weeks ago
Torrance, California, United States Staffmark Full timePurchasing Assistant Manager Job SummaryThe Purchasing Assistant Manager plays a crucial role in the formulation, execution, and oversight of purchasing strategies, both domestically and internationally, in accordance with company policies. This position supports the assessment, management, and performance evaluation of all vendors, suppliers, co-packers,...
-
Assistant Branch Manager
3 weeks ago
Torrance, California, United States Regional Finance Corp Full timeAt Regional Finance Corp, we're looking for a talented Assistant Branch Manager to join our team. As a key member of our branch, you'll be responsible for providing exceptional customer service and driving business growth.Key Responsibilities:Provide exceptional service to all customers.Process credit loan applications and use product knowledge to present...
-
Production Assistant/Sanitation Manager
4 weeks ago
Torrance, California, United States Jessie Lord Bakery, LLC Full timeJob Title: Production Assistant/Sanitation ManagerWe are seeking a highly organized and detail-oriented individual to support our production team in various tasks, ensuring smooth operations and efficient production processes.Key Responsibilities:Provide leadership and direction to assigned crew members.Assist in the training of new employees and retraining...
-
Nurse Manager Assistant
4 weeks ago
Torrance, California, United States Bestinfo Systems LLC Full timeAssistant Nurse Manager - Medsurg Tele NeuroJob Summary:We are seeking an experienced Assistant Nurse Manager to join our Medsurg Tele Neuro team. The successful candidate will assist the nurse manager in planning, organizing, directing, and evaluating services of the unit.Key Responsibilities:Assist the nurse manager in managing and staffing the unit.Direct...
-
Property Management Assistant
4 weeks ago
Torrance, California, United States StaffingForce Full timeJob DescriptionSeeking a motivated individual to advance their career in property management with a growing real estate company. The ideal candidate will have 1-3 years of experience in multifamily apartment management, including experience with AppFolio or similar products.Responsibilities include reporting to the Property Manager, responding to tenant...
-
Assistant Store Manager
4 weeks ago
Torrance, California, United States Goodwill Southern Los Angeles County Full timeJob DescriptionAbout Goodwill Southern Los Angeles County:Goodwill Southern Los Angeles County is a 501(c)(3) nonprofit organization that transforms donated goods into job training, education, and placement services for individuals with barriers to employment. Our mission is to empower people to achieve their full potential through education, job training,...
-
Maintenance Technician/ Porter
3 weeks ago
Torrance, California, United States Realty Center Management Full timeWe are a property management company that has been providing exceptional property management services to a diverse portfolio of properties in the United States for over three decades.Our company values employee recognition and gratitude, as well as providing renters with the best possible housing options. We offer competitive pay, outstanding benefits, and...
-
Torrance, California, United States CESNA Full timePosition: Commercial Marketing Assistant Manager, bilingual in KoreanAt CESNA, we are seeking a highly skilled Commercial Marketing Assistant Manager to join our team. As a key member of our commercial marketing team, you will be responsible for providing market intelligence and pricing strategies to support the sales team in targeting new and existing...