Wealth Management Associate

2 weeks ago


Brighton, Colorado, United States Trilogy Financial Full time
Job Summary

Trilogy 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.

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.
Requirements
  • 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).
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.

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