Del Mar, San Diego County: Wealth Management Assistant posted by Trilogy Financial
Posted on 2025-07-06 00:00:00
| Employer | Trilogy Financial |
|---|---|
| Category | Consultancy Jobs |
| Location | California / Del Mar, San Diego County |
Job Summary
Description: The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive understanding of the company’s philosophy, systems, and client experience. The WMA will focus on completing key licensing requirements, including the Series 65 and Life & Health Insurance licenses, using company-provided study materials. Additionally, the WMA will participate in an 8-week…
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Del Mar, San Diego County: Wealth Management Assistant posted by Trilogy Financial
Description The Wealth Management Assistant WMA position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to...
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