Trilogy Financial · 15 hours ago
Money Coach
San Diego,CA,US
Full-time
Onsite
New Grad, Entry LevelTrilogy Financial is seeking a Money Coach to join their Employer Retirement Solutions integration team. The Money Coach will provide financial education and personalized guidance to clients while generating qualified leads to support business development efforts.
Financial Services
No H1B
Responsibilities
Serve as a money coach, providing financial education and personalized guidance to employees/clients
Design, prepare, and facilitate engaging workshops and presentations designed to educate and support employees/clients
Source, generate and refer qualified leads to internal teams to support business development efforts
Effectively prioritize and manage multiple tasks while meeting deadlines in a timely and organized manner
Develop the knowledge and confidence to handle basic financial planning independently, without requiring input from the Team
Enhance phone skills by executing plan and seeking lead opportunities
Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate
Maintain strict commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies
Perform other duties as assigned
Qualification
Required
Bachelor's degree preferred in education, business, finance, or related field
A drive for professional development and a passion for working with people
Comprehensive knowledge of topics related to financial planning including securities and retirement plans
Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations
Interest in knowledge building and applying ERS focus areas to daily activities
Self-starter and collaborator with other Money Coaches, to build a profitable program to help employees financially
Excellent with proactively preparing for and conducting workshops to educate employees
Communicate clearly and effectively in English demonstrating confident, articulate, and professional verbal and written communication skills
Ability to prioritize and organize tasks in a timely manner with a high attention to detail
Exceptional interpersonal and client service skills
Strong analytical and problem-solving skills
Capacity to accept feedback and training
High degree of integrity with the ability to maintain confidentiality
Proficiency with technology platforms: Salesforce, eMoney, Zoom, Microsoft Office Suite, including Excel and PowerPoint for presentations
FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire
Preferred
Communicate with Spanish-speaking employees/clients
Fluent in written and verbal Spanish, preferred
Benefits
Competitive Compensation
Comprehensive Medical, Dental, and Vision Insurance
Life Insurance
Long Term Disability
Supplemental Insurance
Paid Time Off and Holidays
Employee Advantage Program
Employee Assistance Program
401(k) Matching
Eligible Profit Sharing
Career Development, Mentorship and Education
Team Events
Achievement Awards and Trips
Series 65 Licensing
Company
Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.
Founded in 1999
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Perkins
Chief Operating Officer
Debra Stolz
Personal Assistant to Executive VP Trilogy Financial and COO TrilogyCapital
Recent News
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