Career Development Associate

5 days ago


West Covina, California, United States Trilogy Financial Full time

At Trilogy Financial, we offer a unique opportunity for motivated individuals to kickstart their careers as a Wealth Management Assistant. This entry-level position is designed to provide a solid foundation in financial services, with a focus on training and licensure.

Job Summary

We are seeking a dedicated and detail-oriented individual to join our team. As a Wealth Management Assistant, you will play a crucial role in supporting the growth and success of our clients.

Duties and Responsibilities
  • You will 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.
  • 1-3 Years of Industry Experience
  • 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)
Compensation and Benefits

We offer a competitive compensation package, including:

  • Estimated Salary: $27 per hour
  • 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


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