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Wealth Management Associate
2 months ago
Trilogy Financial is seeking a 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 prove competency within a set timeframe
- Support the team through client service calls, preparing for client meetings, and updating notes in software
- Learn and understand Trilogy's processes, best practices, and technology platforms
- Bachelor's degree in business, finance, or a related field (preferred)
- 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 financial planning topics, including securities and insurance products and services (preferred)
- 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