Trilogy Financial Interview Questions

Updated Apr 21, 2015
18 Interview Reviews

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  1. Helpful (1)  

    Financial Executive Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience

    Interview

    First interview, I got to talk to a few people. They were all very pleasant and comfortable to talk to. Manager explained the business and the certifications required for the job. You'll need to take a short personality survey. Second interview goes in greater detail about the business and compensation.

    Interview Questions

  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 5 days. I interviewed at Trilogy Financial (Irvine, CA) in February 2014.

    Interview

    It was a phone interview for a position in there Irvine office. It just seemed to me that the company was looking to hire anyone and the person who interviewed me was just reading off the script. I got asked to come back for a second interview but I read all the reviews on glass door and my gut feeling after the phone interview, made me decide to not take it.

    Interview Questions

    • Why do you want to work here   1 Answer

    Reasons for Declining

    I felt like it wasn't the right fit for me

  3.  

    Financial Executive Interview

    Anonymous Interview Candidate in San Diego, CA
    Declined Offer

    Application

    I applied online. The process took 3 days. I interviewed at Trilogy Financial (San Diego, CA).

    Interview

    There were a total of 3 interviews. First, a brief in person interview with one of the managers. Next, is a group interview with everyone who survived the day before. This interview is about 4 hours long. The regional VP basically talks about the company and his experiences. This is also the time for you to ask any questions. It's more of an info session. At the end, he talks to everyone one-on-one to schedule a third phone interview.

    Interview Questions

    Reasons for Declining

    I wanted to move in a different direction.

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  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Woburn, MA
    Declined Offer
    Negative Experience
    Easy Interview

    Application

    I applied through college or university. The process took 5 days. I interviewed at Trilogy Financial (Woburn, MA) in December 2013.

    Interview

    They came to our school for the job fair, when I saw it, I thought I found a great company and all that. But later I realized and read it s just one of those pyramid schemes companies. They are asking questions about your credit card and stuff. Even though I made it through to 2nd interview I didn't go because I couldn't trust them when I went there first time. They are not professional at all.

    Interview Questions

    • Do you have a credit card?   1 Answer

    Reasons for Declining

    because they didn't look so trusty.

  6. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Trilogy Financial (Irvine, CA) in October 2013.

    Interview

    I applied online and they call me to schedule an interview. There are 3 interviews total. The first one is fairly short and the second one is a group interview and it took around 3 hours. The first one just asked you some basic questions. During the second interview, the interviewer talked about some details about the company and the position available. At the end, there is another one to one interview.

    Interview Questions

  7.  

    Client Consulting Services Interview

    Anonymous Interview Candidate in Corona, CA
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 5 days. I interviewed at Trilogy Financial (Corona, CA) in May 2013.

    Interview

    I got in invited for an interview by a college career fair recruiter. He scheduled my appointment right the way for the first day I had available. The interview process was very simple including questions about past experience and future plans. This is a commission based job based on performance and many phone calls. You know the rest.

    Interview Questions

    • There was not any difficult or unexpected questions. Make sure you know that this is a commission based position so If you like to work for commission only you will get hired on the spot.   Answer Question

    Reasons for Declining

    I was looking for conventional employment not based only on commission.

  8.  

    Financial Advisor Interview

    Anonymous Employee in Denver, CO
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 6 days. I interviewed at Trilogy Financial (Denver, CO) in August 2012.

    Interview

    Nice people, steller office, did not entirely answer my questions. Pay and compensation structure not precise. Training is good.

    Negotiation

    What were you able to negotiate? What advice would you give others considering an offer?

  9. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee in Corona, CA
    Accepted Offer
    Average Interview

    Application

    I applied online. I interviewed at Trilogy Financial (Corona, CA).

    Interview

    Interview consisted of 1:1 interview with a hiring manager. Company builds their client base mostly through referrals. Interviewer mentioned that new FAs receive support from management in building client base, and they offer paid training. Office seems to have great diversity of people and culture.

    Interview Questions

  10. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Trilogy Financial (Irvine, CA) in January 2012.

    Interview

    relatively simple, two single interviews, then 1 group interview

    Reasons for Declining

    second rate financial advisory firm. no high net worth client will take this firm seriously.

  11. Helpful (1)  

    Financial Executive Interview

    Anonymous Employee in San Diego, CA
    Accepted Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Trilogy Financial (San Diego, CA) in October 2011.

    Interview

    The first step in the process was an invitation to a group information session. They give you the basics about the company (and the position), and allow you to ask questions. Then you're ushered in (one by one) to a private room where an associate will ask you some standard screening questions. The second step is an interview with a branch's managing partner, and they'll ask some more in-depth questions about your education, work experience, and will go more in greater detail about what is expected in the position (as well as whether or not you agree to the terms of the job). During this point in the process they will also ask you a lot of questions to determine if you have a network of friends and family that might have money. The third step is an interview/job offer with the branch manager in which he/she will list out the job description, point by point, and ask you explicitly each time if you agree to the terms of the job. After that you begin the licensing process (if not licensed) which includes the Series 6, 63, and life insurance licenses. Once all the licenses are obtained you begin a two week Trilogy specific training program that goes over all the basic functions of the job. Once the two week training is completed you are officially hired on as a full-time, salaried employee.

    Interview Questions

    • They asked me a lot of questions about family members, family friends, and acquaintances ... probing for information about what they did (in the sense they wanted to know how much money or influence they might have). In particular they were interested in my family members that were business owners, professionals (lawyers, doctors, etc ...), and the family friend that was a Superior Court judge.   Answer Question

    Negotiation

    They would not negotiate on the salary or compensation levels. In fact, they had a schedule of scaled increases in compensation based upon performance over a two-year period.

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