Wealth Management Trainee: Licensing & Advisory Training
Trilogy Financial
The Wealth Management Assistant (WMA) at Trilogy Financial is the first step toward becoming a licensed advisor. You’ll prepare for licensing while gaining understanding of our philosophy, systems, and client experience through an 8-week training program and practical exposure to core tools. You'll work toward Series 65 and Life & Health Insurance licenses, with hands-on learning in advisory processes and opportunities for growth toward VP-level roles. Remote work options may be available. #J-18808-Ljbffr Trilogy Financial
Vacancy posted 2 days ago
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