the smart solution for Irvine jobs


Company: Trilogy Financial
Location: Irvine
Posted on: January 11, 2019

Job Description:

The Financial Advisor Associate Program The beginning of a rewarding career Begin a rewarding career as a financial advisor at Trilogy Financial. Trilogy's Wealth Advisors Group (WAG) program offers new financial advisor associates an immersive advisory training experience for more than 36 months. At Trilogy, you will join an integrated team devoted to superior client service and comprehensive financial planning-working closely with several senior advisors in the office throughout your journey to a successful career in financial planning. The Wealth Associate program takes a structured approach, incorporating a year-long MASTERCLASS training that addresses the nine core COMPETENCIES needed to fully position new advisors for success. Trilogy's MASTERCLASS provides the skills necessary to run a comprehensive planning practice. As a member of a WAG, you will advance your career from an initial supporting role to establishing your own financial advisory business, all the while helping clients pursue and meet their financial goals. Roles and Responsibility Trilogy is looking for outstanding individuals who can: Interact and collaborate with senior advisors, other wealth associates, and operations administrators on a daily basis Provide support to senior advisors Oversee necessary processes for client financial plans to be implemented in a timely manner Oversee necessary processes to implement client financial plans in a timely manner Service, manage and resolve client issues Learn the business of comprehensive wealth advising Develop a deep understanding of industry rules and regulations Establish a financial planning business by developing relationships and helping others pursue their financial goals Ideal candidate Applicants with the following traits will thrive in the Trilogy culture and working environment: Connect easily with others Looking for opportunities to influence others Enjoy a competitive work environment Driven to reach goals and quotas Self-motivated when given a flexible work schedule Confident decision maker Independent Assertive Proactive Organized Training New wealth associates will be mentored by a senior representative of the firm as well as trained by department directors. Associates will have access to several training tools developed by Trilogy specifically for the Wealth Associate Program. MASTERCLASS - A 12-month training course designed to introduce associates to the industry, provide an in-depth understanding of how Trilogy Financial defines the client experience, and teach associates the business from start to finish. Topics include: Client Services ---Implementation --- Product Selection Continuous Improvement ---Plan Design --- Referrals & Marketing Discovery Interview ---Practice Operations --- Setting Appointments

Keywords: Trilogy Financial, Irvine , WEALTH ASSOCIATE, Other , Irvine, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Other Jobs

Looking for a Permanent Part-Time Optometrist
Description: We are currently looking for an optometrist for every Wednesday and Thursday. There could be a
Company: Redlands Optometry Group
Location: Redlands
Posted on: 01/19/2019

Patient Access Rep I - Per Diem
Description: Job DescriptionPatient Access Rep I We are hospitals and affiliated medical groups, working closely together for the benefit of every person who comes to us for care. We build comprehensive networks of (more...)
Company: Alta Hospitals
Location: Tustin
Posted on: 01/19/2019

Pool Food Runner - Part Time - - (190002ZI)
Description: Here's To Your Journey with Westin At Westin, we are committed to empowering the well-being of our guests by providing a refreshing environment, thoughtful amenities, and revitalizing programming to help (more...)
Company: Marriott International, inc.
Location: Hemet
Posted on: 01/19/2019

Sr SW Sys Technologist II with Security Clearance
Description: The successful candidate will work as part of a larger team of system analysts at different levels to configure, manage, and support CAE Computer Aided Engineering applications, including hardware/software (more...)
Company: Raytheon
Location: Pasadena
Posted on: 01/19/2019

94F Special Electronic Devices Repairer
Description: The Army National Guard utilizes many forms of sophisticated equipment on and off the field. As a Special Electronic Devices Repairer, you will ensure that vital instruments and tools are meticulously (more...)
Company: Army National Guard
Location: Burbank
Posted on: 01/19/2019

Turndown Attendant- Part Time The Ritz-Carlton (180030RW)
Description: Turndown Attendant- Part Time At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays with us, the experience (more...)
Company: Marriott International
Location: Hemet
Posted on: 01/19/2019

Work at Home Bilingual Customer Retention Expert (English / Spanish)
Description: This position is with Mommy Jobs Online, so please visit to apply and get registered on our site directly Helping those in need is a way of life for us, and we are looking for more (more...)
Company: MJOL Jennifer Agnew
Location: Fullerton
Posted on: 01/19/2019

Permanent Part-time NP/PA Pediatric Opportunity in Riverside County, C
Description: VeloSource has a new Pediatric Nurse Practitioner or Physician Assistant opportunity in Riverside County, California. br br - Join
Company: VeloSource
Location: Palm Springs
Posted on: 01/19/2019

Sitter Wanted - Seeking An Opportunity To Help Parents With Care In Palm Springs
Description: Hello, looking for a nanny
Company: Sitter
Location: Palm Springs
Posted on: 01/19/2019

Call Center Representative /CSR
Description: Call Center Membership Call Center Representative - We have 10 openings - submit your resume for consideration All you need is: Minimum 6 months experience in a member service or call center capacity (more...)
Company: Helpmates Staffing
Location: Orange
Posted on: 01/19/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Irvine RSS job feeds