Description:
Job Summary
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.
Pay: $27.00 an hour
Essential Duties / Responsibilities
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
- Obtain Series 65 License within 6 weeks from hire date
- Obtain Insurance License within 8 weeks from hire date
- 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.
PM21
Requirements:
Minimum Qualifications
- Bachelor's degree in business, finance, or related field; preferred but 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 Strengths
- Ability 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 Requirements
- Achieving the Series 65 and Life & Health Insurance licensure is required for promotion
- Successfully demonstrating Client Onboarding skills with supervisor's recommendation for promotion
Benefits Summary
- Competitive Compensation
- Comprehensive Health, Dental and Vision Insurance
- Life and Disability Coverage
- Paid Time Off and Holidays
- 401(k) Matching
- Eligible Profit Sharing
- Career Development, Mentorship and Education
- Insurance and Health Licensing for advisors only
- Team Events and Parties
- Achievement Awards and Trips
- Series 65 Licensing
- Insurance and Health Licensing
- CFP certification
- Career path offers Work from Home options
Compensation details: 27-27 Hourly Wage
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