Money Coach at Trilogy Financial – San Diego, California

Job Summary

The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will focus on completing key licensing requirements which includes the Series 65. Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, client-focused environment.

Essential Duties

• 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 oppurtunities.
• 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.

Preferred / Additional Qualifications

• Communicate with Spanish-speaking employees/clients.
• Provide bilingual support by communicating with Spanish-speaking employees/clients and delivering translated presentations and recorded content in Spanish.

Benefits Summary

• 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

No visa sponsorship available.

Minimum Qualifications

• 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.
• FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire.
• Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations.
• Interest in knowledge building and applying ERS focus areas to daily activities.

Skills Requirements

• 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.
• Fluent in written and verbal Spanish, preferred.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply.

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