- 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.
- Learn Trilogy's processes (One Trilogy)
- Learn and understand our best practices, products, communications, and phones.
- Learn and show proficiency with Trilogy's Solutions Platforms and Technology Platforms
- 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)
- 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.
- Achieving the Series 65 and Life & Health Insurance licensure is required for promotion
- Successfully demonstrating Client Onboarding skills with supervisor's recommendation for promotion
- 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
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Wealth Management Assistant - Corona, CA, United States - Trilogy Financial
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:
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.
prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.
DecisionCoach, DecisionCenter, TrilogyCapital, Trilogy Fixed Insurance solutions, Salesforce, ORION, DocuSign, eMoney, Zoom, Office Suite, and Windows 10.
PM21 Requirements:
Minimum Qualifications
:
27-27 Hourly Wage
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