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Wealth Management Assistant

Company: Trilogy Financial
Location: Corona
Posted on: February 9, 2024

Job Description:

Description: Job SummaryTrilogy Financial is seeking driven, career-minded individuals with a desire to connect with people and a passion to influence their financial futures. The Wealth Management Assistant is the first position on the rewarding and competitive Wealth Management career path. Training and obtaining your S65 and Insurance licenses are the primary goals in this position while laying the foundation to grow into a self-confident and accomplished financial advisor. Trilogy's ambitious and fast-paced career path offers growth opportunities for those willing to be proactive, work hard, and meet the challenge.Pay: $27.00 an hourEssential Duties / ResponsibilitiesBelow 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 AssistantActively utilize training/study materials with a strict adherence to the step-by-step licensing processObtain Series 65 License within 6 weeks from hire dateObtain Insurance License within 8 weeks from hire dateBegin hands-on training after obtaining licensesLearn 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 Trilogy's processes (One Trilogy): prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.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 QualificationsBachelor'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)Skills Requirements - Core Strengths - Skill StrengthsAbility 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.Promotion RequirementsAchieving the Series 65 and Life & Health Insurance licensure is required for promotionSuccessfully demonstrating Client Onboarding skills with supervisor's recommendation for promotionBenefits SummaryCompetitive CompensationComprehensive Health, Dental and Vision InsuranceLife and Disability CoveragePaid Time Off and Holidays401(k) MatchingEligible Profit SharingCareer Development, Mentorship and EducationInsurance and Health Licensing for advisors onlyTeam Events and PartiesAchievement Awards and TripsSeries 65 LicensingInsurance and Health LicensingCFP certificationCareer path offers Work from Home optionsCompensation details: 27-27 Hourly WagePI6269c94667c9-25660-33660789

Keywords: Trilogy Financial, Corona , Wealth Management Assistant, Executive , Corona, California

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