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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
Compensation details: 27-27 Hourly Wage
PIa3990322c84e-26289-33679941
Full Time
$71k-105k (estimate)
05/07/2024
05/20/2024
trilogyfs.com
TORRANCE, CA
50 - 100
1999
Private
JIM LENOUE
$5M - $10M
Trilogy offers financial planning services.
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.