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Wealth Management Assistant

Company: Trilogy Financial
Location: West Covina
Posted on: May 9, 2022

Job Description:

Company Summary
Today, one client at a time, Trilogy has become a nationwide firm with clients from coast to coast. Our clients have over $2 billion dollars in brokerage and advisory assets served through Trilogy and our staff has grown to over 150 comprehensive Advisors. Trilogy continues to recruit and mentor new talent to the industry, a commitment abandoned by many of its competitors. Because of this, our multi-generational staff understands the needs and perspectives of a wide variety of client needs. We utilize progressive ideas and opportunities to help our clients now and into the future. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.

Benefits Summary
Trilogy Financial values their employees like families. The following are some of the benefits of a career for Wealth Management Assistant with Trilogy Financial:
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holiday
401k matching
Eligible Profit Sharing
Career Development
Mentorship and Education
Series 65 Licensing
Team Events and Parties
Achievement Awards and Trips.

Job Summary
The Wealth Management Assistant position entirely devoted to obtaining the necessary licenses required to promote to the Associate position.

Essential Duties/Responsibilities
Obtain Series 65 License within 4 weeks from hire date
Obtain Insurance License within 6 weeks from hire date
Provide support to Office Coordinator
Focus: 100% training
Actively utilize training materials and software provided
Adhere to training schedule

Minimum Qualifications
Bachelor's degree in business, finance or related field; preferred by not required
Knowledge of securities and insurance industries

Skills Requirements
A drive for professional development and a passion for working with people
Exemplary written and verbal communication and presentation skills
Highly articulate and able to explain complex information clearly and simply
Strong organizational and time management skills
Attention to detail and consistent accuracy with all data
Results-oriented mindset
Ability to maintain confidentiality
Ability to accept feedback and training
Assist with ad hoc office assignments
Sense of ownership and pride in your performance and its impact on the company's success
Self-starter who can finish assignments without micro-management
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.


Keywords: Trilogy Financial, West Covina , Wealth Management Assistant, Executive , West Covina, California

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