3 jobs found

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 training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Trilogy offers an ambitious, fast-paced career path with growth opportunities for individuals who are proactive, dedicated, and eager to take on new challenges. Essential Duties / Responsibilities Follow the assigned training curriculum to prepare for and pass the Series 65 license, as well as complete the Life & Health Insurance course and pass the exam. Attend and participate in regular Team meetings, trainings, and company functions to build relationships and understand Team dynamics. Successfully complete the 8-week advisory training program. Demonstrate knowledge of the company's advisory process, including phone calls, discovery meetings, planning sessions, implementation, client reviews, and gathering introductions. Gain an in-depth understanding of the company's culture, values, and what sets us apart in the industry. Attend the VP Lead client meetings to assist and gain hands-on experience. Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce/Practifi, Orion, and custodian platforms. Demonstrate a commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies. Provide Service administrative support to the Team. Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue. Demonstrate consistent progress toward the role of Vice President of Wealth Management through established measurable performance metrics. Perform other duties as required. 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 Life and Health Insurance Licensing CFP certification Career path offers Work from Home options Company Summary Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $4 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit. No Visa Sponsorship Available. Requirements: Clear and effective communication skills. Ability to prioritize and organize tasks in a timely manner. Ability to learn, accept, and implement training/feedback. Confident, articulate, and professional verbal and written communication skills. Exceptional interpersonal and client service skills. Maintain a high attention to detail. Excellent organizational skills. Strong analytical and problem-solving skills. High degree of integrity with the ability to maintain confidentiality. Minimum Qualifications Bachelor's degree required. Degree in business, finance, or related field, preferred. Knowledge of securities and insurance industries, a plus. A drive for professional development and a passion for working with people. Strong network of personal contacts, preferred. Comprehensive knowledge of topics related to financial planning including securities and insurance products and services, preferred. 1-2 years of office experience 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. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. PM21 Compensation details: 27-27 Hourly Wage PI574be3620af9-2616

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 training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Trilogy offers an ambitious, fast-paced career path with growth opportunities for individuals who are proactive, dedicated, and eager to take on new challenges. Essential Duties / Responsibilities Follow the assigned training curriculum to prepare for and pass the Series 65 license, as well as complete the Life & Health Insurance course and pass the exam. Attend and participate in regular Team meetings, trainings, and company functions to build relationships and understand Team dynamics. Successfully complete the 8-week advisory training program. Demonstrate knowledge of the company's advisory process, including phone calls, discovery meetings, planning sessions, implementation, client reviews, and gathering introductions. Gain an in-depth understanding of the company's culture, values, and what sets us apart in the industry. Attend the VP Lead client meetings to assist and gain hands-on experience. Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce/Practifi, Orion, and custodian platforms. Demonstrate a commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies. Provide Service administrative support to the Team. Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue. Demonstrate consistent progress toward the role of Vice President of Wealth Management through established measurable performance metrics. Perform other duties as required. 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 Life and Health Insurance Licensing CFP certification Career path offers Work from Home options Company Summary Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $4 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit. No Visa Sponsorship Available. Requirements: Clear and effective communication skills. Ability to prioritize and organize tasks in a timely manner. Ability to learn, accept, and implement training/feedback. Confident, articulate, and professional verbal and written communication skills. Exceptional interpersonal and client service skills. Maintain a high attention to detail. Excellent organizational skills. Strong analytical and problem-solving skills. High degree of integrity with the ability to maintain confidentiality. Minimum Qualifications Bachelor's degree required. Degree in business, finance, or related field, preferred. Knowledge of securities and insurance industries, a plus. A drive for professional development and a passion for working with people. Strong network of personal contacts, preferred. Comprehensive knowledge of topics related to financial planning including securities and insurance products and services, preferred. 1-2 years of office experience 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. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. PM21 Compensation details: 27-27 Hourly Wage PI2e5b5-

Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary Responsibilities Client Accounting and ReportingReview bank, credit card, brokerage, and general ledger reconciliations.Review monthly financial statements, schedules, and customized family reporting.Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues.Maintain reporting accuracy and ensure client deliverables are completed on schedule.Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities.Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality ControlLead, coach, and develop a team of accounting professionals located on-site and/or offshore.Assign work based on capacity, complexity, deadlines, and employee capabilities.Establish clear expectations, monitor commitments, and follow up consistently.Review work and provide direct, practical, and timely feedback.Help onboard, train, and develop new employees using defined milestones and competency standards.Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems.Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process ImprovementIdentify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization.Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements.Test and validate AI-assisted workflows before broader implementation.Train team members to use approved AI and automation tools effectively, consistently, and securely.Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work.Measure whether new tools improve turnaround time, capacity, quality, and client service.Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities.Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking For Strong Candidates Will Typically HaveFive or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience.At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead.Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting.Experience managing multiple clients, entities, deadlines, and competing priorities.The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through.Comfort working directly in accounting systems and reviewing transaction-level detail.Strong organizational skills, judgment, communication, and attention to detail.Demonstrated interest in using AI, automation, and financial technology to improve accounting work.The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not RequiredExperience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices.Experience in client accounting services, outsourced accounting, business management, or wealth management.Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software.Experience implementing accounting software, automation, standardized templates, or process improvements.CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors.Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy.Partner directly with an internal product and software team.Influence how AI and automation are incorporated into real accounting workflows.Develop both accounting leadership and people-management capabilities.Join a company entering an important stage of growth and operational development.Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability . click apply for full job details