Wealth Management Assistant
Trilogy Financial
Trilogy Financial is seeking a Wealth Management Assistant to support our advisors in delivering comprehensive financial planning and investment management to clients. In this role, you’ll help prepare financial reports and planning documents, coordinate account openings and transfers, and manage client service requests with accuracy and attention to detail. You’ll handle meeting scheduling, follow-up communications, and maintain up-to-date records in our CRM. Working in a collaborative, education-driven culture, you’ll gain exposure to holistic wealth management, mentorship from experienced advisors, and clear pathways to grow your advisory career while making a meaningful impact on clients’ financial lives.
Vacancy posted 4 days ago
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$5,000 per month
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