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| Job ID: 52245 |
Job Views: 294 |
Location: Huntington Beach, California
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Job Category: Accounting, Finance |
| Employment Type: Full time |
Salary: |
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Posted: 02-02-2010 |
Occupations:
Accounting-Finance: Bookkeeping, Claims Review and Adjusting, Collections, Corporate Accounting, Corporate Finance, Credit Review-Analysis, Financial Analysis-Research-Reporting, Financial Control, Financial Planning-Advising, Financial Products Sales-Brokerage, Fund Accounting, General-Other: Accounting-Finance, Investment Management, Policy Underwriting, Real Estate Appraisal, Real Estate Leasing-Acquisition, Risk Management-Compliance, Securities Analysis-Research, Tax Accounting, Tax Assessment and Collections
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Job Description:
Trilogy Financial Services, Inc. advises couples, families, individuals and businesses with prudent financial planning. We are one of the fastest growing companies in the Financial Services Industry. With branches in multiple states, Trilogy is a forward thinking company that delivers a comprehensive range of financial products and services and works with some of the oldest and most established companies in the industry. Due to our considerable growth we offer opportunities to the “right” candidates to join our firm.
Our Company:
Trilogy was founded on the idea that to be successful you need to look forward, not backward. Our mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs. With access to Estate Planning and Tax Planning Experts, Third Party Administrators and Retirement Plan Specialists, we are well equipped to work with clients of any net-worth. The best part about Trilogy is that we are an independently owned firm that has no ownership interest in the products and services we may recommend. We believe in treating our people with respect, honesty, integrity, and service excellence.
The Opportunity:
We hire qualified professionals that bring the “right” personality and outlook. We look for people who believe in our business philosophy, possess an entrepreneurial desire and exemplify key signs of success, including: outstanding people skills, a strong work ethic and effective leadership abilities. Our future success directly relates to the well being of both our employees and clients. We set ourselves apart from the rest of the industry by our focus on training. Our approach starts with an introduction to the industry and continues to the most sophisticated planning concepts. Our management team adeptly coaches individuals new to the financial services field as well as those with years of industry experience.
Compensation:
At Trilogy we understand that a Financial Executive may need financial help in the early stages of their career with us. Thus we provide the option of a base salary plus commission compensation plan. As part of our team you will be eligible for our health care benefits and the company’s 401(k) and Profit Sharing Plan. Some of our Health Benefits include a choice of three medical plans (including HSA Compatible Plan), voluntary Group Dental Plan, voluntary Vision Plan, and Supplemental Insurances and Benefits, such as Flexible Spending Accounts, Life, Disability, Accident, Chronic Care Insurance Plans, and more.
Rewards:
You will have a chance to build long-term, lasting relationships with your clients and educate them on strategies designed to help them achieve financial independence, while remaining unbiased and objective when it comes to your guidance and support. This career provides you the flexibility to manage your own schedule and make a difference in the lives of your clients while having the freedom a Work/ Family Life Balance provides.
All our branches are located in prestigious buildings and key locations. Our experienced Management Team provides ongoing coaching to assist you with your ambitious career goals.
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Job Requirements:
- Trainable / Coachable
- Pride in quality of work
- College Degree preferred
- Integrity / Honesty / Trustworthiness
- Excellent listening and communication skills
- Strong work ethic and competitive drive to succeed
- Real People Person - Strong desire to be of assistance
- Real desire to Help People and see them succeed
- Relentlessly positive thinker who is motivated with a track record of high achievement in everthing they endeavor
Apply today!
Trilogy Financial Services, Inc. and National Planning Corporation (NPC) are separate entities. Securities and advisory services offered through National Planning Corp (NPC) Member FINRA, SIPC and a Registered Investment Advisor.
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