Wealth Management Assistant

Company: Trilogy Financial
Location: Denver
Posted on: September 29, 2024

Job Description:

Description:Job SummaryJoin 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 / 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 Assistant
• Actively utilize training/study materials with a strict adherence to the step-by-step licensing process
• Obtain Series 65 License within 6 weeks from hire date
• Obtain Insurance License within 8 weeks from hire date
• Begin hands-on training after obtaining licenses
• Learn 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.PM21Requirements:Minimum Qualifications
  • Bachelor'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 Strengths
    • Ability 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 Requirements
      • Achieving the Series 65 and Life & Health Insurance licensure is required for promotion
      • Successfully demonstrating Client Onboarding skills with supervisor's recommendation for promotionBenefits Summary
        • Competitive Compensation
        • Comprehensive Health, Dental and Vision Insurance
        • Life and Disability Coverage
        • Paid Time Off and Holidays
        • 401(k) Matching
        • Eligible Profit Sharing
        • Career Development, Mentorship and Education
        • Insurance and Health Licensing for advisors only
        • Team Events and Parties
        • Achievement Awards and Trips
        • Series 65 Licensing
        • Insurance and Health Licensing
        • CFP certification
        • Career path offers Work from Home options
          
          
          
          Compensation details: 27-27 Hourly Wage
          
          
          
          PIcf75ef14f528-37248-35567649

Keywords: Trilogy Financial, Lakewood , Wealth Management Assistant, Executive , Denver, Colorado