Remote Wealth Management Trainee - Licensed Advisor Path
Trilogy Financial
Corona, CA
- Remote job
Trilogy Financial is seeking a Wealth Management Assistant in Corona, CA to begin the licensing journey while gaining hands‑on exposure to advisory processes and client experience. You will study for Series 65 and Life & Health licenses and complete an 8‑week training program that covers core tools and platforms. The role emphasizes teamwork, compliance, and relationship building with clients, with a path toward more senior wealth management responsibilities and future leadership opportunities. #J-18808-Ljbffr Trilogy Financial
Vacancy posted 2 days ago
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