- Trilogy Financial
- Torrance, CA
- 03-03-2024
Job Description
Join Trilogy Financial and kick-start your professional journey as a Wealth Management Assistant. We are expanding rapidly and on the lookout for driven individuals passionate about financial planning and client relationships. This entry-level role sets the path towards becoming a licensed advisor, with a focus on achieving S65 and Insurance licenses. The position offers a dynamic and quick-paced career track for proactive candidates willing to put in the effort and rise to the challenge.
Pay
$27.00 per hour
Essential Duties/Responsibilities
- Complete licensing requirements within specific timelines
- Participate in hands-on client service and onboarding training
- Learn and use Trilogy's platforms and technologies efficiently
Requirements
- Bachelor's degree in business/finance (preferred)
- Understanding of securities and insurance industries
- Strong communication and organizational skills
Skills Requirements
- Effective task prioritization and organizational abilities
- Openness to feedback and learning
- Excellent interpersonal and problem-solving skills
Promotion Requirements
- Completion of Series 65 and Insurance licensing
- Demonstrated client onboarding proficiency
Benefits Summary
- Competitive Compensation
- Comprehensive Health, Dental, Vision Insurance
- Life, Disability Coverage
- Paid Time Off, Holidays
- 401(k) Matching
Company Summary
Trilogy, established in 1999, is a nationwide firm managing over $3 billion in client assets. Our commitment to client relationships and sound financial management drives our success. We offer a nurturing environment for talent development resulting in a diverse team of over 120 staff members.
Apply now to embark on an exciting career with Trilogy Financial. Take the first step towards a rewarding journey in the financial sector!