WEALTH MANAGEMENT ASSISTANT

Description : Job Summary

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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