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Wealth Management Assistant
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- Join Trilogy Financial and start your professional career as a Wealth Management Assistant.
- Study and become fully licensed within 2-months (8 weeks) of becoming a Wealth Management Assistant
- Actively utilize training/study materials with a strict adherence to the step-by-step licensing process
- Obtain Series 65 License within 6 weeks from hire date
- 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.
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