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Wealth Management Assistant

Company: Trilogy Financial
Location: Corona
Posted on: April 3, 2024

Job Description:

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 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 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 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 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)Skills Requirements - Core Strengths - Skill Strengths
      • 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.Promotion Requirements
        • Achieving the Series 65 and Life & Health Insurance licensure is required for promotion
        • Successfully demonstrating Client Onboarding skills with supervisor's recommendation for promotionBenefits Summary
          • 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 optionsCompensation details: 27-27 Hourly WagePI719983435e6c-31181-33660789

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

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