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Financial Services Assistant

2 months ago

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

Trilogy Financial is seeking a highly motivated and detail-oriented Financial Services Assistant to join our team. As a Financial Services Assistant, you will play a critical role in supporting our financial advisors and clients. This is an excellent opportunity for individuals who are passionate about finance and want to start their career in a dynamic and fast-paced environment.

Key Responsibilities
  • Study and obtain necessary licenses to become a licensed financial advisor, including the Series 65 and Life & Health Insurance licenses.
  • Utilize training materials and adhere 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 and prove competency within 6 months of becoming a Financial Services Assistant.
  • Learn Trilogy's processes, including prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.
  • Learn and understand our best practices, products, communications, and technology platforms.
Requirements
  • Bachelor's degree in business, finance, or a related field (preferred but not required).
  • 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).
Skills Requirements
  • 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.
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
  • Series 65 Licensing
  • Insurance and Health Licensing
  • CFP certification
  • Career path offers Work from Home options