Wealth Management Assistant
Company: Trilogy Financial
Location: West Covina
Posted on: June 20, 2022
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Job Description:
Description:
Job SummaryTrilogy Financial is seeking driven, career-minded
individuals with a desire to connect with people and a passion to
influence their financial futures. The Wealth Management Assistant
is the first position on the rewarding and competitive Wealth
Management career path. Training and obtaining your S65 and
Insurance licenses are the primary goals in this position while
laying the foundation to grow into a self-confident and
accomplished financial advisor. Trilogy's ambitious and fast-paced
career path offers growth opportunities for those willing to be
proactive, work hard, and meet the challenge. Benefit Summary
Competitive CompensationComprehensive Health, Dental and Vision
InsuranceLife and Disability CoveragePaid Time Off and Holidays
401(k) Matching Eligible Profit Sharing Career Development,
Mentorship and EducationInsurance and Health Licensing for advisors
onlyTeam Events and PartiesAchievement Awards and TripsSeries 65
Licensing Insurance and Health LicensingCFP certificationCareer
path offers Work from Home options Essential Duties /
ResponsibilitiesStudy and become fully licensed within 2-months (8
weeks) of becoming a Wealth Management AssistantActively utilize
training/study materials with a strict adherence to the
step-by-step licensing processObtain Series 65 License within 6
weeks from hire dateObtain Insurance License within 8 weeks from
hire dateBegin hands-on training after obtaining licensesLearn
Trilogy's Client Onboarding process through hands-on training.
Prove competency within 6-months (24weeks) 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. 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. PM21
Requirements:
Minimum QualificationsBachelor's degree in business, finance, or
related field; preferred by 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
StrengthsAbility 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
RequirementsAchieving the Series 65 and Life & Health Insurance
licensure is required for promotionSuccessfully demonstrating
Client Onboarding skills with supervisor's recommendation for
promotion Physical 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 15
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.PI181882124
Keywords: Trilogy Financial, West Covina , Wealth Management Assistant, Executive , West Covina, California
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