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Disability Management Assistant

Company: Trilogy Financial
Location: West Covina
Posted on: April 3, 2024

Job Description:

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.

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
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.

Bachelor's degree in business, finance, or related field; Strong network of personal contacts. (Comprehensive knowledge of topics related to financial planning including securities and insurance products and services. (Ability to learn, accept, and implement training/feedback.
Comprehensive Health, Dental and Vision Insurance
- Life and Disability Coverage
- Paid Time Off and Holidays
-Career path offers Work from Home options

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. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. 27-27 Hourly Wage

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

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