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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:
PM21
Requirements
Minimum Qualifications
Skills Requirements - Core Strengths – Skill Strengths
Promotion Requirements
Benefits Summary
Company Summary
Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
Full Time
$73k-108k (estimate)
01/27/2024
07/20/2024
trilogyfs.com
TORRANCE, CA
50 - 100
1999
Private
JIM LENOUE
$5M - $10M
Trilogy offers financial planning services.
The job skills required for Wealth Management Assistant include Wealth Management, Client Service, Building Relationships, Presentation, Financial Planning, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Assistant positions, which can be used as a reference in future career path planning. As a Wealth Management Assistant, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Assistant. You can explore the career advancement for a Wealth Management Assistant below and select your interested title to get hiring information.