Wealth Management Trainee: Licensing & Remote Training
Trilogy Financial Services, Inc.
West Covina, CA
- Remote job
Trilogy Financial Services, Inc. is seeking a Wealth Management Assistant in California to begin the path toward becoming a licensed advisor. The role emphasizes completing licensing requirements (Series 65, Life & Health), with an 8-week training program to learn the advisory process and core tools. You will support the team, participate in meetings, and gain hands-on experience with eMoney, Salesforce/Practifi, Orion, and custodian platforms while pursuing professional development and #J-18808-Ljbffr Trilogy Financial Services, Inc.
Vacancy posted 4 days ago
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