Wealth Management Assistant
Company: Trilogy Financial
Location: Denver
Posted on: September 28, 2024
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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 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.PM21Requirements: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 WagePI2d769a034bec-25660-35567649
Keywords: Trilogy Financial, Cheyenne , Wealth Management Assistant, Executive , Denver, Wyoming
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