Wealth Management Assistant - Glendale, United States - Trilogy Financial

    Trilogy Financial
    Trilogy Financial Glendale, United States

    1 month ago

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    Administrative
    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



    PI27f5a669ce

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