Wealth Management Assistant
- Military veterans preferred
2024-04-16 AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
Corona California 92878 United States
Job Type
Full-time
Description
Job Summary
Join Trilogy Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people and shaping financial futures. As an entry-level position, it 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. Trilogy's ambitious and fast-paced career path provides growth opportunities for proactive individuals ready to work hard and meet the challenge.
Pay: $27.00 an hour
Essential Duties / Responsibilities
Below is the list of duties for Wealth Management Assistant role:
Study and become fully licensed within 2-months (8 weeks) of becoming a Wealth Management Assistant
Actively utilize training/study materials with a strict adherence 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. Prove competency within 6-months (24 weeks) of becoming a Wealth Management Assistant. Training consists of: Provide support to the Team through client service calls, preparing for client meetings, observe and take notes during client meetings, and update notes in appropriate software.
Learn and understand our best practices, products, communications, and phones.
Learn and show proficiency with Trilogy's Solutions Platforms and Technology Platforms: DecisionCoach, DecisionCenter, TrilogyCapital, Trilogy Fixed Insurance solutions, Salesforce, ORION, DocuSign, eMoney, Zoom, Office Suite, and Windows 10.
PM21
Requirements
Minimum Qualifications
Bachelor's degree in business, finance, or 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)