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WEALTH ASSOCIATE

Company: Trilogy Financial
Location: Irvine
Posted on: February 16, 2019

Job Description:

The Financial Advisor Associate ProgramThe 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 ResponsibilityTrilogy 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 candidateApplicants 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 TrainingNew 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

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