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Wealth Management Assistant

Company: Trilogy Financial
Location: West Covina
Posted on: June 17, 2022

Job Description:

Company SummaryEstablished in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. 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 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 SummaryTrilogy Financial is looking for a Wealth Management Assistant for our West Covina Branch location. The Wealth Management Assistant position will train and receive mentorship to become a financial wealth advisor. During the first part of training the individual will be entirely devoted to studying 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 schedulePM21

      Minimum Qualifications
      • Bachelor's degree in business, finance or related field; preferred by not required
      • Knowledge of securities and insurance industries
      • Bilingual is a plus 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-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.PI181882388

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

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