Wealth Management Assistant
Company: Trilogy Financial
Location: West Covina
Posted on: May 12, 2022
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Job Description:
Description:Company SummaryToday, 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 SummaryTrilogy
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
InsuranceLife and Disability CoveragePaid Time Off and Holiday401k
matchingEligible Profit SharingCareer DevelopmentMentorship and
EducationSeries 65 LicensingTeam Events and PartiesAchievement
Awards and Trips.Job SummaryThe Wealth Management Assistant
position entirely devoted to obtaining the necessary licenses
required to promote to the Associate position.Essential
Duties/ResponsibilitiesObtain Series 65 License within 4 weeks from
hire dateObtain Insurance License within 6 weeks from hire
dateProvide support to Office CoordinatorFocus: 100%
trainingActively utilize training materials and software
providedAdhere to training schedulePM21. Requirements:Minimum
QualificationsBachelor's degree in business, finance or related
field; preferred by not requiredKnowledge of securities and
insurance industriesSkills RequirementsA drive for professional
development and a passion for working with peopleExemplary written
and verbal communication and presentation skillsHighly articulate
and able to explain complex information clearly and simplyStrong
organizational and time management skillsAttention to detail and
consistent accuracy with all dataResults-oriented mindsetAbility to
maintain confidentialityAbility to accept feedback and
trainingAssist with ad hoc office assignmentsSense of ownership and
pride in your performance and its impact on the company's
successSelf-starter who can finish assignments without
micro-managementPhysical RequirementsThe 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.PI173455678SDL2017
Keywords: Trilogy Financial, West Covina , Wealth Management Assistant, Executive , West Covina, California
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