Wealth Management Assistant opportunity at Trilogy Financial in West Sacramento, CA in the Consulting sector. This position offers $80,284 – $80,284/yr. This is a full-time position. Apply directly on the employer's site via Posito — no account required.

Wealth Management Assistant

Trilogy Financial
📍 West Sacramento, CA 💼 Consulting 💵 $80,284 – $80,284/yr Full-time
Pay
$80,284 – $80,284/yr
Job type
Full-time
Location
West Sacramento, CA
Category
Consulting
Posted
23h ago
Expires
2026-09-20
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Benefits

Pulled from the full job description

  • health insurance
Full job description

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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