Wealth Management Assistant

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!