Wealth Management Assistant
Company: Trilogy Financial
Location: Scottsdale
Posted on: March 15, 2023
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Job Description:
Description:Job SummaryTrilogy Financial is seeking driven,
career-minded individuals with a desire to connect with people and
a passion to influence their financial futures. The Wealth
Management Assistant is the first position on the rewarding and
competitive Wealth Management career path. Training and obtaining
your S65 and Insurance licenses are the primary goals in this
position while laying the foundation to grow into a self-confident
and accomplished financial advisor. Trilogy's ambitious and
fast-paced career path offers growth opportunities for those
willing to be proactive, work hard, and meet the challenge. We are
looking for Spanish speaking individual to join our team in
Scottsdale, AZ! Pay per hour: $27 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 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.PM21 RequirementsMinimum
QualificationsSpanish-speaking required.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
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 EducationTeam Events and
PartiesAchievement Awards and TripsSeries 65 LicensingInsurance and
Health LicensingCFP certificationCareer path offers Work from Home
optionsRequirements:Company SummaryEstablished 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.NoteThis 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.PI207986518
Keywords: Trilogy Financial, Scottsdale , Wealth Management Assistant, Executive , Scottsdale, Arizona
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