Assistant Management (remote)

About the Company

Trilogy Financial is a nationwide wealth management firm established in 1999, serving clients across the United States. The firm focuses on building long-term client relationships and applying sound financial principles to manage more than $4 billion in client assets. With a team of more than 130 employees, Trilogy is committed to developing the next generation of financial professionals through mentorship, education, licensing, and career advancement opportunities.

About the Role

Trilogy Financial is seeking a Wealth Management Assistant (WMA) to join its team as an entry point into a career as a licensed financial advisor. This role is designed for motivated professionals who want to develop expertise in wealth management, financial planning, client service, securities, and insurance while preparing for required professional licenses. The position includes company-provided study materials, an 8-week advisory training program, hands-on client experience, and a structured career path toward Vice President of Wealth Management. The compensation range is $27–$27 per hour.

Responsibilities

• Complete the assigned training curriculum to prepare for and pass the Series 65 examination.
• Complete the Life & Health Insurance course and licensing examination.
• Participate in team meetings, training sessions, and company events.
• Successfully complete the 8-week advisory training program.
• Develop knowledge of the complete financial advisory process, including discovery meetings, planning sessions, implementation, client reviews, and client introductions.
• Learn and demonstrate Trilogy's culture, values, advisory philosophy, and client experience standards.
• Attend client meetings with VP Leads to gain practical wealth management experience.
• Develop proficiency with financial technology platforms, including eMoney, Salesforce/Practifi, Orion, and custodian platforms.
• Provide administrative and client service support to the wealth management team.
• Maintain compliance with company policies, industry regulations, and applicable federal, state, and local requirements.
• After obtaining required licenses, support new-client acquisition and onboarding activities.
• Work toward a target of $5,000 in self-generated revenue following successful licensure.
• Demonstrate measurable progress toward advancement into the Vice President of Wealth Management role.
• Perform additional responsibilities and special projects as assigned.

Qualifications

• Bachelor's degree required; Business, Finance, or a related field preferred.

Required Skills

• Strong verbal and written communication skills.
• Professional, confident, and articulate communication style.
• Excellent interpersonal and client service skills.
• Strong organizational and time-management abilities.
• Ability to prioritize tasks and meet deadlines.
• High attention to detail.
• Strong analytical and problem-solving skills.
• Ability to learn, accept, and implement training and feedback.
• High degree of integrity and ability to maintain confidentiality.
• Passion for professional development and working with people.
• No visa sponsorship available.

Preferred Skills

• 1–2 years of office experience.
• Knowledge of the securities or insurance industries.
• Understanding of financial planning, securities, insurance products, and related services.
• Strong personal or professional network.
• Degree or coursework in finance, business, or a related discipline.
• Demonstrated interest in building a long-term career in wealth management and financial advising.
• Experience with financial planning, CRM, portfolio management, or client relationship platforms is advantageous.

Pay range and compensation package The compensation range is $27–$27 per hour. Equal Opportunity Statement Trilogy Financial is committed to providing a professional environment where employees can develop their skills, pursue meaningful career opportunities, and contribute to the organization's continued growth. Reasonable accommodations may be provided to qualified individuals with disabilities to enable them to perform the essential functions of the position. Work Environment: This position operates in a professional office environment and requires regular use of computers, phones, and standard office equipment. The role involves extended periods of sitting or standing at a workstation and may include remote work when permitted, subject to applicable compliance and workplace requirements.