Jobs
>
Denver

    Wealth Management Assistant - Denver, CO, United States - Trilogy Financial

    Trilogy Financial
    Trilogy Financial Denver, CO, United States

    1 month ago

    Show more Collapse job
    Default job background
    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 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 promotion
    Benefits 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 options
    Compensation details
    :
    27-27 Hourly Wage
    PIfbb978e8abb

    We have other current jobs related to this field that you can find below

  • Real Estate Personnel, Inc.

    Assistant Manager

    3 days ago


    Real Estate Personnel, Inc. Denver, United States

    Our local, established, reputable client is looking for a stellar Assistant Property Manager to work at their downtown office assisting with oversite of class A, Owner Managed properties. · JOB REQUIRMENTS: · 2 or more years of experience in commercial property management · Prof ...

  • Jersey Mike's Subs

    Assistant Manager

    2 days ago


    Jersey Mike's Subs Denver, United States Full time

    At Jersey Mike's, we offer a sub above – one that's measured in more than inches or seconds 'til served. We carefully consider every aspect of what we do – every slice, every sandwich, every store – we provide our customers with sustenance and substance too. · Denver minimum wage ...

  • Jersey Mike's Subs

    Assistant Manager

    1 week ago


    Jersey Mike's Subs Denver, United States Full time

    Become part of Jersey Mike's vibrant organization. If you like to have fun and enjoy sharing your life with others then working at Jersey Mike's is for you. We will teach you our business model and our culture. Come smile, make great subs, and love what you do · We do NOT pay min ...


  • Insight Global Denver, United States

    An Construction Services company in Englewood, CO is looking for an assistant construction Manager to support their Utility construction projects. Th individual will be utilizing Project Management principals to track and propel Greenfield, Brownfield and Retrofitting Transmissio ...


  • Willow Tree Recruiting Denver, United States

    Assistant General Manager – Fine Dining Restaurant · $70,000 - $80,000 + Bonus · This nationally acclaimed fine-dining restaurant, where the menu delivers quality ingredients and innovative combinations, is looking for an experienced Manager with a passion for hospitality and ser ...


  • TruStile Denver, United States

    TruStile Doors has an immediate entry level career opportunity for the role of Assistant Account Manager within the Customer Service organization. The Assistant Account Manager is responsible for managing all inbound requests for our residential & commercial dealer customer base. ...


  • RETS Associates Denver, United States

    RETS Associates, on behalf of our client, a dedicated property services management company serving commercial properties throughout the United States, is seeking an Assistant Property Manager (APM). The APM will be responsible for assisting in the property management of a Class A ...


  • Lakeshore Talent Denver, United States

    Are you an organized, detail-oriented individual with knack for managing documents and a passion for helping people? Apply now for an Administrative Assistant position to support a dynamic property management company. In this role, you'll be the cornerstone of the document manage ...


  • Upward Projects Denver, United States

    ABOUT THE ROLE · As an Assistant General Manager your goal is to support the General Manager's vision of excellence that is team-focused and always innovative. This role directs the creation of sincere and genuine connections while maintaining a positive work environment, delega ...


  • Archway Communities Denver, United States

    COMPANY OVERVIEW · Archway Communities is a nonprofit housing organization based in Colorado. We are a trusted industry leader dedicated to building and managing communities where people can afford to live and pursue their goals. Archway addresses the systemic inequity at the roo ...


  • Manna Development Group Denver, United States Full time

    Up to $58,000/year · Come Join Panera Bread– an award-winning leader in the restaurant industry and employer of choice for 2022 and 2023 · What's in it for you? · A comprehensive benefit package including health, dental and vision · Paid time off · 401k with match · A scholarsh ...


  • Safeway Denver, United States Full time

    PURPOSE: As a Deli Manager/Assistant Deli Manager, no one day is ever the same. You are someone who can display exceptional customer service skills, be knowledgeable of our deli meats, cheeses, salads, sandwiches, dips, gourmet, and hot case items and prepare delicious foods that ...


  • 50 Eggs Denver, United States Full time

    Founded by CEO John Kunkel, 50 Eggs is a James Beard nominated, multi-faceted, full-service culinary and hospitality firm focused on developing cutting-edge brands with unparalleled dining experiences. 50 Eggs owns and operates the award-winning Yardbird Table & Bar, CHICA, Sprin ...


  • 0000050176 RBC Capital Markets, LLC Denver, United States Full time

    Job Description · What is the opportunity? Join RBC Wealth Management and become an integral member of the Complex Management Team by serving as the primary liaison between the complex, branches and other corporate departments. As the Complex Assistant Manager (CAM), you will ac ...


  • EPC Services Company Denver, United States

    EPC Services Company, a leading power/utility engineering consultant and construction firm, has an immediate opening for a full-time assistant project manager in our Denver, CO office. · Duties include document handling and filing, assembly of construction documents, preparation ...

  • The Tile Shop, Inc.

    Assistant Manager

    2 weeks ago


    The Tile Shop, Inc. Denver, United States

    **Assistant Manager** · 14175 E 42nd Ave, Denver, CO 80239, USA · Full-time · **Company Description** · *If so, then The Tile Shop is looking for You.* · **The Tile Shop is currently hiring an Assistant Manager with a team and sales-driven spirit.** We want outstanding, know ...

  • Pavers Inc

    Assistant Manager

    2 weeks ago


    Pavers Inc Denver, United States

    Location: Denver, CO Assistant Manager A fantastic retail opportunity has arisen for a Full Time Assistant Manager to join the Pavers team in C/O Ross Labels Ltd, Ross On Wye. · If you love footwear and enjoy driving a team to beat their sales targets whilst developing your own ...

  • Newmark Group Inc.

    Assistant Manager

    1 week ago


    Newmark Group Inc. Denver, United States

    Job Summary: · Responsible for the day-to-day administration and implementation of those policies, procedures and programs that will assure a well-managed and well-maintained property. This includes but is not limited to, placing maximum emphasis on positive response to the conce ...

  • Quarterra

    Assistant Manager

    2 weeks ago


    Quarterra Denver, United States

    Our Company: · Quarterra Group, Inc., a wholly-owned subsidiary of Lennar Corporation (NYSE:LEN and LEN.B) is a multi-strategy, real estate focused, alternative asset management company comprised of two rapidly growing verticals: Multifamily and Single-Family Rental. Launched in ...

  • Tucanos Brazilian Grill

    Assistant Manager

    2 weeks ago


    Tucanos Brazilian Grill Denver, United States

    : · Tucanos Brazilian Grill is a fun and festive restaurant concept, that values hard working and positive individuals who enjoy working in a team environment that recognizes individual achievement while rewarding team performance. Tucanos promises an environment that is just as ...