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Wealth Management Associate
2 months ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Trilogy Financial. As a key member of our team, you will play a crucial role in shaping the financial futures of our clients.
Key Responsibilities- Obtain and maintain Series 65 and Life & Health Insurance licenses within a specified timeframe.
- Participate in comprehensive training and development programs to enhance your knowledge and skills in financial planning and wealth management.
- Assist in client onboarding, including preparing for client meetings, observing and taking notes during client meetings, and updating client information in our systems.
- Learn and understand our best practices, products, and services, including our Solutions Platforms and Technology Platforms.
- Develop strong analytical and problem-solving skills to provide exceptional client service and support.
- Bachelor's degree in business, finance, or a related field (preferred but not required).
- Knowledge of securities and insurance industries.
- Strong network of personal contacts (preferred).
- Comprehensive knowledge of topics related to financial planning, including securities and insurance products and services (preferred).
- Ability to prioritize and organize tasks in a timely manner.
- Ability to learn, accept, and implement training/feedback.
- Confident, articulate, and professional verbal and written communication skills.
- Exceptional interpersonal and client service skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving skills.
- High degree of integrity with the ability to maintain confidentiality.
- Competitive compensation package.
- 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 opportunities.
- Insurance and health licensing for advisors only.
- Team events and parties.
- Achievement awards and trips.
Established in 1999, Trilogy Financial has grown to become a nationwide firm with clients from coast to coast. We are committed to building long-term relationships with our clients while using solid financial principles to manage the assets entrusted to us. Our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. We continue to recruit and mentor new talent to the industry, committed to providing opportunities for people to live their best lives.
