Wealth Management Assistant
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 hourEssential Duties / ResponsibilitiesBelow 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 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 (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 QualificationsBachelor'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 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 promotionBenefits SummaryCompetitive CompensationComprehensive Health, Dental and Vision InsuranceLife and Disability CoveragePaid Time Off and Holidays401(k) MatchingEligible Profit SharingCareer Development, Mentorship and EducationInsurance and Health Licensing for advisors onlyTeam Events and PartiesAchievement Awards and TripsSeries 65 LicensingInsurance and Health LicensingCFP certificationCareer path offers Work from Home optionsCompensation details:
27-27 Hourly WagePIca34f5fe5017-29952-33660789Salary:
$27 per hour.
Estimated Salary: $20 to $28 per hour based on qualifications.
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 hourEssential Duties / ResponsibilitiesBelow 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 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 (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 QualificationsBachelor'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 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 promotionBenefits SummaryCompetitive CompensationComprehensive Health, Dental and Vision InsuranceLife and Disability CoveragePaid Time Off and Holidays401(k) MatchingEligible Profit SharingCareer Development, Mentorship and EducationInsurance and Health Licensing for advisors onlyTeam Events and PartiesAchievement Awards and TripsSeries 65 LicensingInsurance and Health LicensingCFP certificationCareer path offers Work from Home optionsCompensation details:
27-27 Hourly WagePIca34f5fe5017-29952-33660789Salary:
$27 per hour.
Estimated Salary: $20 to $28 per hour based on qualifications.
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