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© All Rights Reserved. ApplyBlast.com
trilogyfinancial.com
The Wealth Management Assistant role serves as the foundational step toward becoming a licensed advisor, focusing on obtaining key licenses like the Series 65 and Life & Health Insurance while mastering the company's advisory processes. This position involves participating in an intensive training program to gain hands-on experience with core financial platforms and client interactions. The role is designed for proactive individuals seeking a fast-paced career path with significant growth opportunities within the firm.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for trilogyfinancial.com.
trilogyfinancial.com didn’t post a salary, so this is our estimate from similar listings.
23% below the average for this role
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