IrvineRecruiter
the smart solution for Irvine jobs

WEALTH ASSOCIATE

Company: Trilogy Financial
Location: Irvine
Posted on: February 13, 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
within


Other Other Jobs


Recruiters - PT/FT - Telecommute
Description: Our nationwide benefits organization is currently interviewing individuals interested in working as recruiting professionals
Company: Freedom at Home Team / Ameriplan
Location: Oxnard
Posted on: 02/16/2019

Babysitting Wanted - Rie Or Montessori Babysitter Wanted In Pasadena, Seeking Sitter
Description: Job Posting: br Hello my name is Jacquie. I'm looking to employ a
Company: Sitter
Location: Pasadena
Posted on: 02/16/2019

Current College Students - IFS Start Career Diversity Intern Summer 2019
Description: Job Summary Description br br br At certain point of your studies you are making decisions about your future career considering all kinds of information, listening to friends and close people, (more...)
Company: PwC
Location: Irvine
Posted on: 02/16/2019


[Remote] Part-time Online Tutor for Children
Description: VIPKid Online English Teacher Looking for a flexible online teaching opportunity We are seeking passionate educators to teach English online to over 500,000 students in China --- with the flexibility (more...)
Company: VIPKID
Location: Fullerton
Posted on: 02/16/2019

Student Truck Drivers - Paid Training Available!- Apply Today!
Description: CDL or No CDL Doesn't Matter We Train, We Hire - Guaranteed.Whether you need a CDL, Job, or both we have you covered. At C.R. England, we train new drivers and hire experienced drivers. We are seeking (more...)
Company: Cr England
Location: Altadena
Posted on: 02/16/2019

Current College Students - IFS Start Career Diversity Intern Summer 2020
Description: Job Summary Description br br br At certain point of your studies you are making decisions about your future career considering all kinds of information, listening to friends and close people, (more...)
Company: PwC
Location: Irvine
Posted on: 02/16/2019

Lead Laundry Attendant - The Ritz-Carlton Bacara, Santa Barbara (190002UH)
Description: Lead Laundry Attendant 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: Oxnard
Posted on: 02/16/2019

Front Desk/Bistro Part Time - Courtyard Foothill Ranch Irvine East/Lake Forest (17002NXH)
Description: Heres To Your Journey with Courtyard Courtyard is one of Marriott Internationals 30 renowned hotel brands. As the worlds leading Hospitality Company, we offer unmatched opportunities for associates to (more...)
Company: Marriott
Location: Irvine
Posted on: 02/16/2019

Part Time Demonstration & Sampling
Description: Event Specialist Part Time Sales Are you outgoing, friendly and enjoy meeting new people Our part time Event Specialist jobs are fun and exciting and could be a great fit for you Join our winning team (more...)
Company: Advantage Solutions
Location: Moreno Valley
Posted on: 02/16/2019

Current College Students - ASR Risk Assurance Intern - Summer 2020
Description: Job Summary Description br A career within Process Assurance/Internal Audit services, will enable you to assist clients - in optimising control activities, organisational strategy, and policies and (more...)
Company: PwC
Location: Irvine
Posted on: 02/16/2019

Log In or Create An Account

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

Irvine RSS job feeds