Wealth Management Assistant

Trilogy Financial • Torrance, CA

393d • $56,160 - $56,160 • Remote

About The Position

The Wealth Management Assistant position at Trilogy Financial is an entry-level role designed for motivated individuals looking to start a career in wealth management. This position serves as a stepping stone towards becoming a licensed advisor, with a focus on obtaining necessary licenses and providing support to the team through various client service tasks. The role emphasizes professional development and offers a structured training program to ensure success in the financial services industry.

Requirements

• 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 financial planning topics 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.

Nice To Haves

• Knowledge of financial planning topics including securities and insurance products and services.

Responsibilities

• Study and become fully licensed within 2 months of becoming a Wealth Management Assistant.
• Actively utilize training/study materials with strict adherence to the 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.
• Provide support to the Team through client service calls, preparing for client meetings, and updating notes in appropriate software.
• Learn and understand Trilogy's processes including prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.
• Show proficiency with Trilogy's Solutions Platforms and Technology Platforms.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees