Career Development Associate
5 days ago
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 SummaryWe 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.
- 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)
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
-
Financial Services Associate
7 days ago
West Covina, California, United States Trilogy Financial Full timeWe are seeking a Financial Services Associate to join our team at Trilogy Financial, a nationwide firm with clients from coast to coast. This role offers an exciting career advancement opportunity for individuals looking to grow in the financial services industry.Job OverviewThe Financial Services Associate will be responsible for supporting client...
-
Apartment Maintenance Specialist
6 days ago
West Covina, California, United States Career Strategies Full timeRole OverviewWe are seeking a skilled Apartment Maintenance Technician to join our team at Career Strategies. As an essential employer, we offer immediate work opportunities in most markets across the U.S.The ideal candidate will have experience in property maintenance, including curb appeal, service requests, apartment turnovers, and preventative...
-
Business Development Associate
2 days ago
West Covina, California, United States WIS Inventory Solutions Full timeAbout WIS InternationalAt WIS International, we're dedicated to providing inventory solutions to a diverse range of retail, grocery, and specialty customers across the nation. Our team is passionate about helping businesses make informed decisions and deliver exceptional customer experiences.Salary InformationWe offer a competitive salary for this role, with...
-
Child Development Associate Educator
4 days ago
West Covina, California, United States Options For Learning Full timeOverviewAt Options For Learning, we are dedicated to providing a supportive and enriching environment for children to grow and develop. Our Early Learning and School-age programs offer a comprehensive approach to education, focusing on social, emotional, and cognitive development.
-
West Covina, California, United States Options For Learning Full timeUnlock a Rewarding Career in Early Childhood EducationWe are seeking enthusiastic individuals to join our team as classroom aide interns, offering a unique opportunity to gain hands-on experience and develop skills in child development.About the RoleAs a classroom aide intern, you will work closely with senior teachers to support children's learning and...
-
Financial Services Career Starter
6 days ago
West Covina, California, United States Trilogy Financial Services, Inc Full timeUnlock Your Potential as a Financial Services ProfessionalWe are seeking a motivated and ambitious individual to join our team as a Wealth Management Assistant. As a key member of our organization, you will have the opportunity to develop your skills and knowledge in the financial services industry.About Trilogy Financial Services, Inc.Established in 1999,...
-
Renal Therapist Career Opportunity
4 days ago
West Covina, California, United States Fresenius Medical Care Full timeAbout Fresenius Medical CareWe value and support our people, providing a nurturing environment that welcomes every age, race, gender, sexual orientation, background, and cultural tradition.Our diverse workforce and culture encourage opportunity, equity, and inclusion for all, which is a tremendous asset that sets us apart.Career with a PurposeCreate and...
-
Fitness Career Specialist, West Covina
1 day ago
West Covina, California, United States Equinox Full timeUnlock Your Potential as a Fitness Career SpecialistAt Equinox, we're dedicated to empowering our team members to achieve their full potential and redefine the science of fitness. As a Fitness Career Specialist, you'll play a vital role in helping our clients reach their wellness goals while enjoying a rewarding career.About the Role:You will develop and...
-
Business Development Associate
6 days ago
West Covina, California, United States A-Roads Inc Full timeAbout A-Roads Inc.A-Roads Inc. is a leading consulting firm that prides itself on delivering exceptional customer experiences through innovative and entrepreneurial spirit. Our team is driven by a passion for building relationships, representing top brands, and advancing careers in a collaborative environment.
-
Retail Sales Associate
3 weeks ago
West Covina, California, United States The Kroger Company Full timeAt The Kroger Company, we are seeking a highly motivated and customer-focused Retail Sales Associate to join our team. As a key member of our sales floor, you will be responsible for providing exceptional customer service, operating equipment efficiently, and maintaining accurate product inventory.About the RoleThis is a great opportunity for individuals who...
-
Facilities Associate
1 month ago
West Covina, California, United States Stater Bros. Markets Full timeWe are seeking a Facilities Associate to join our team at Stater Bros. Markets. As a key member of our operations team, you will be responsible for maintaining the cleanliness and organization of our stores.Key Responsibilities:Maintain the general cleanliness of the storePerform mopping, sweeping, waxing, stripping, and buffing floorsClean restrooms, walls,...
-
Retail Associate Store Worker
5 days ago
West Covina, California, United States The Kroger Company Full timeAs a Retail Associate at The Kroger Company, you will contribute to a dynamic retail environment by ensuring excellent customer service and effectively communicating with customers. Key responsibilities include operating equipment in accordance with company guidelines, adhering to basic product handling procedures, and supporting the production, packaging,...
-
Fitness Career Opportunity
2 days ago
West Covina, California, United States Equinox Full timeOverviewAs a personal trainer at Equinox, you will have the opportunity to empower your career and help clients achieve their fitness goals. With guidance from experienced managers, you will develop a personalized approach to programming, education, and business planning that ensures your success.
-
Early Childhood Educator
6 days ago
West Covina, California, United States Options for Learning Full timeAbout Our OrganizationAt Options for Learning, we're dedicated to helping families break the cycle of poverty and create a positive foundation for school, social, and life success. As one of Southern California's most innovative and progressive child development organizations, we've been serving nearly 9,000 children throughout the San Gabriel Valley since...
-
Sales Associate
5 days ago
West Covina, California, United States Stater Bros. Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Sales Associate to join our team at Stater Bros. as a Store Clerk. This role is responsible for providing excellent customer service, processing sales transactions, and maintaining a clean and organized store environment.Main Responsibilities:Collect monies due from customers and process checks...
-
Senior Community Development Manager
3 days ago
West Covina, California, United States Sares-Regis Group Full timeAbout Us">Sares Regis Group is a leading real estate development, investment, and management firm in the western U.S. We have developed and acquired over $7 billion in commercial and residential assets since our founding in 1993.">Opportunity Overview">We are seeking an experienced Senior Community Development Manager to oversee daily operations at one of...
-
Financial Services Associate
4 days ago
West Covina, California, United States Trilogy Financial Full timeAt Trilogy Financial, we're committed to building long-lasting relationships with our clients while utilizing time-tested financial principles to manage their assets. Our company has grown significantly since its inception in 1999, and today we serve clients from coast to coast.The ideal candidate for this role will be a motivated individual with a passion...
-
Pizza Delivery Associate
1 day ago
West Covina, California, United States Round Table Pizza Full timeJob Overview:Round Table Pizza is seeking a motivated and service-minded team member to join our dynamic team environment. This full-time or part-time position offers flexible night and weekend shifts, providing an excellent opportunity for individuals looking to work in a fast-paced food service industry.Compensation:The estimated salary for this position...
-
Research Associate Data Scientist
5 days ago
West Covina, California, United States CEDARS-SINAI Full timeAbout the JobCedars-Sinai is a leading healthcare provider, and we're seeking a skilled Research Associate Data Scientist to join our team. As an expert in imaging analysis, you'll be responsible for developing innovative algorithms and methods to drive biomedical research forward.With a strong background in machine learning, data mining, and statistics,...
-
Caregiver for Community Development
5 days ago
Covina, California, United States Sevita Full timeSevita, a leading provider of home and community-based specialized health care, is seeking qualified candidates for the position of Caregiver for Community Development. This role offers a unique opportunity to make a meaningful difference in the lives of individuals with intellectual and developmental disabilities.About SevitaWe believe that everyone...