Remote Wealth Management Associate Licensing Path to Advisor
Trilogy Financial
West Covina, CA
- Remote job
Trilogy Financial in West Covina, CA is seeking a Wealth Management Assistant to begin the licensed advisor track. You’ll pursue Series 65 and Life & Health licenses using company study materials while completing an 8‑week advisory training program to gain hands-on experience with core tools. You will participate in the advisory process, join team meetings, and demonstrate proficiency with platforms like eMoney, Salesforce/Practifi, and Orion while growing toward a VP of Wealth Management role. #J-18808-Ljbffr Trilogy Financial
Vacancy posted 1 day ago
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