Trilogy Financial Services

  www.trilogyfs.com
  www.trilogyfs.com

Trilogy Financial Services Financial Advisor Interview Questions

6 Interview Reviews

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Financial Advisor Interview

Anonymous Interview Candidate in Woburn, MA
Anonymous Interview Candidate in Woburn, MA
Application Details

I applied through college or university. The process took 5 daysinterviewed at Trilogy Financial Services in December 2013.

Interview Details

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
Reasons for Declining

because they didn't look so trusty.

Declined Offer
Negative Experience
Easy Interview

Other Interview Reviews for Trilogy Financial Services

  1. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    Anonymous Interview Candidate in Irvine, CA
    Application Details

    I applied online. The process took 2 weeksinterviewed at Trilogy Financial Services in October 2013.

    Interview Details

    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
    No Offer
    Positive Experience
    Average Interview
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Denver, CO
    Anonymous Interview Candidate in Denver, CO
    Application Details

    I applied in-person. The process took 6 daysinterviewed at Trilogy Financial Services in August 2012.

    Interview Details

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

    Negotiation Details
    What were you able to negotiate? What advice would you give others considering an offer?
    Accepted Offer
    Positive Experience
    Average Interview
  3. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Corona, CA
    Anonymous Interview Candidate in Corona, CA
    Application Details

    I applied online – interviewed at Trilogy Financial Services.

    Interview Details

    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
    Accepted Offer
    Average Interview
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  5. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    Anonymous Interview Candidate in Irvine, CA
    Application Details

    I applied online. The process took 2 weeksinterviewed at Trilogy Financial Services in January 2012.

    Interview Details

    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.

    Declined Offer
    Neutral Experience
    Easy Interview
  6. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Phone Interview followed by individual interview. After the initial interview, they did a group presentation on company's background then followed by another individual interview.

    Interview Questions
    Reasons for Declining

    Decided to pursuit in different career

    Declined Offer

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