Wealth Management Associate

2 weeks ago

Torrance, California, United States Trilogy Financial Full time
Job Overview
Description:

Role Summary

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

Key Responsibilities

As a Wealth Management Assistant, your primary responsibilities will include:

  • Providing exceptional client service and support to our clients and their families.
  • Assisting with the preparation and implementation of financial plans and investment strategies.
  • Conducting research and analyzing data to identify trends and opportunities for growth.
  • Collaborating with our financial advisors to develop and implement comprehensive financial plans.
  • Staying up-to-date on industry developments and best practices in financial planning and investment management.

Requirements

To be successful in this role, you will need:

  • A bachelor's degree in business, finance, or a related field.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • A strong attention to detail and ability to prioritize tasks and manage multiple projects simultaneously.
  • A passion for learning and professional development, with a desire to stay up-to-date on industry trends and best practices.

Benefits

As a member of our team, you will enjoy a range of benefits, including:

  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Access to cutting-edge technology and tools.
  • A comprehensive training program to help you succeed in your role.

About Trilogy Financial

Trilogy Financial is a leading provider of financial services, with a reputation for excellence and a commitment to helping our clients achieve their financial goals. We are a dynamic and growing company, with a team of experienced professionals who are passionate about delivering exceptional service and results.

Why Join Our Team?

At Trilogy Financial, we offer a range of benefits and opportunities that make us an attractive choice for professionals looking to advance their careers. Some of the reasons why you might want to join our team include:

  • Our commitment to professional development and growth.
  • Our dynamic and supportive work environment.
  • Our comprehensive training program and access to cutting-edge technology and tools.
  • Our competitive compensation and benefits package.
  • Our opportunities for advancement and career growth.

How to Apply

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.

  • Wealth Management Associate

    1 week ago

    Torrance, California, United States Trilogy Financial Full time

    Job 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 Associate

    1 week ago

    Torrance, California, United States Trilogy Financial Full time

    Job 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

    1 month ago

    Torrance, California, United States Trilogy Financial Services, Inc Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team at Trilogy Financial Services, Inc. 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 ResponsibilitiesStudy and obtain necessary licenses, including Series 65 and...

  • Wealth Management Associate

    1 month ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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...

  • Wealth Management Associate

    4 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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 ResponsibilitiesObtain Series 65 and Life & Health Insurance licenses within a specified...

  • Wealth Management Associate

    4 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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 ResponsibilitiesObtain Series 65 and Life & Health Insurance licenses within a specified...

  • Wealth Management Associate

    4 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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 critical role in supporting our clients and helping them achieve their financial goals.Key ResponsibilitiesObtain Series 65 and Life & Health Insurance licenses within a specified...

  • Wealth Management Associate

    4 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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 ResponsibilitiesObtain Series 65 and Life & Health Insurance licenses within a specified...

  • Wealth Management Associate

    4 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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 ResponsibilitiesObtain Series 65 and Life & Health Insurance licenses within a specified...

  • Wealth Management Associate

    2 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy 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 ResponsibilitiesStudy and obtain necessary licenses, including Series 65 and Insurance licenses, within a...

  • Wealth Management Assistant

    3 weeks ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryTrilogy Financial is seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team. As a Wealth Management Assistant, you will play a critical role in supporting our financial advisors and clients by providing exceptional customer service, administrative support, and financial planning expertise.Key...

  • Wealth Management Assistant

    5 days ago

    Torrance, California, United States Trilogy Financial Full time

    Job 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 Assistant

    1 week ago

    Torrance, California, United States Trilogy Financial Full time

    Job 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...

  • Wealth Management Assistant

    1 week ago

    Torrance, California, United States Trilogy Financial Full time

    Job SummaryWe 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...

  • Community Associate

    2 weeks ago

    Torrance, California, United States Regus Management Group, LLC Full time

    {"title": "Community Associate", "description": "About the RoleWe are seeking a highly skilled and customer-focused Community Associate to join our team at Regus Management Group, LLC. As a Community Associate, you will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key...

  • Townhome Association Manager

    1 day ago

    Torrance, California, United States M Nelson Inc Full time

    Job OverviewAt M Nelson Inc, we are seeking a highly skilled and experienced Townhome Association Manager to oversee the general maintenance and upkeep of common areas, ensuring the complex remains in pristine condition.Key Responsibilities:Property Management: Oversee the general maintenance and upkeep of common areas, ensuring the complex remains in...

  • Sales Manager Associate

    2 weeks ago

    Torrance, California, United States Renewal By Andersen Full time

    Job Title: Associate Sales ManagerRenewal by Andersen is seeking an experienced Associate Sales Manager to join our Orange County team. The successful candidate will support the sales leadership team in increasing branch bookings and individual sales representative performance by leading sales class training and providing coaching focused on sales process...

  • Sales Manager Associate

    2 weeks ago

    Torrance, California, United States Renewal By Andersen Full time

    Job OverviewRenewal by Andersen is seeking an experienced Sales Manager Associate to join our Orange County team. The successful candidate will support the sales leadership team in increasing branch bookings and individual sales representative performance by leading sales class training and providing coaching focused on sales process skills as well as...

  • Client Relationship Manager

    2 weeks ago

    Torrance, California, United States Charles Schwab Full time

    Your 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...

  • Impact Finance Specialist

    2 weeks ago

    Torrance, California, United States U.S. Bank Full time

    Job Title: Impact Finance SpecialistAt U.S. Bank, we're committed to making a positive impact on the communities we serve. As an Impact Finance Specialist, you'll play a key role in helping us achieve our goal of closing the racial wealth gap through our Access Commitment Initiative.Job Summary:The Business Impact Group (BIG) was formed to assist Impact...