Trilogy Financial Services

  www.trilogyfs.com
Work in HR? Unlock Free Profile

Trilogy Financial Services Financial Advisor Interview Questions & Reviews

Updated Feb 21, 2014
All Interviews Received Offers

Getting an Interview  

66%
16%
16%

Interview Experience  

50%
25%
25%

Interview Difficulty  

Average Difficulty
6 candidate interviews Back to all interview questions
Relevance Date Difficulty
in

Declined Offer

Negative Experience

Very Easy Interview

Financial Advisor Interview

Financial Advisor
Woburn, MA

I applied through college or university and the process took 5 days - interviewed 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 Question – Do you have a credit card?   View Answer

Reason for Declining – because they didn't look so trusty.


1 person found this helpful

No Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Irvine, CA

I applied online and the process took 2 weeks - interviewed 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 Question – All the questions are expected and straight forward.   Answer Question


1 person found this helpful

Declined Offer

Neutral Experience

Very Easy Interview

Financial Advisor Interview

Financial Advisor
Irvine, CA

I applied online and the process took 2 weeks - interviewed at Trilogy Financial Services in January 2012.

Interview Details – relatively simple, two single interviews, then 1 group interview

Reason for Declining – second rate financial advisory firm. no high net worth client will take this firm seriously.


Accepted Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Denver, CO

I applied in-person and the process took 6 days - interviewed 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?


1 person found this helpful

Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Corona, CA

I applied online and 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 Question – Were you ever convicted of a misdemeanor or felony?   Answer Question


1 person found this helpful

Declined Offer

Neutral Experience

Financial Advisor Interview

Financial Advisor

Interviewed at Trilogy Financial Services

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 Question – Behavior questions, nothing out of ordinary   Answer Question

Reason for Declining – Decided to pursuit in different career

Worked for Trilogy Financial Services? Contribute to the Community!

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.