Trilogy Financial Services Jobs & Careers

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3 days ago

Financial Executive and Management Trainee – new

Trilogy Financial Walnut Creek, CA

Trilogy is a one of a kind advisory firm with over 200 employees that have a "Dream Big - Work Hard - Laugh Often" culture. We are committed to… Trilogy Financial


30+ days ago

Job Title: Management Trainee

Trilogy Financial Services West Covina, CA +10 locations

Trilogy is seeking enthusiastic, career-minded, self-motivated individuals for our Management Trainee position. College graduates and those new to… Glassdoor


26 days ago

Job Title: Management Trainee - Financial Services

Trilogy Financial Services Walnut Creek, CA

Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates… Glassdoor


26 days ago

Job Title: Financial Advisor - Financial Planner

Trilogy Financial Services Walnut Creek, CA

Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates… Glassdoor


30+ days ago

Job Title: Financial Advisor

Trilogy Financial Services San Diego, CA +10 locations

Trilogy is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates and those new to the… Glassdoor


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Trilogy Financial Services Reviews

35 Reviews
3.6
35 Reviews
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Trilogy Financial Services CEO, Founder and Owner Jeff Motske
Jeff Motske
22 Ratings
  1. 6 people found this helpful  

    A great job ... if you're either connected or stick with it for years"

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Executive in San Diego, CA
    Current Employee - Financial Executive in San Diego, CA

    I have been working at Trilogy Financial Services full-time (more than an year)

    Pros

    They paid for FINRA, and Insurance licenses. There aren't hundreds of people in the office, so you get to know your manager and other employee really well. It's a good stepping stool job, to get into a better job at a better firm within the financial services industry.

    Cons

    Some of the small print about the position is disclosed in the hiring process ... some information won't be divulged unless you know to ask them, or until several weeks after officially being "on the job." They expect you to pay your bonded agent fee (about $350) a month - and Trilogy itself is not a Broker/Dealer ... they contract National Planning Corporation as their Broker/Dealer, so all your securities commissions go through a ridiculous third-party process. The end result is it could be months before you see your commissions, and it's very common for them not to be paid when they're supposed to be (they tell you it's up to you to make sure you're paid on time) - what happens is NPC holds on to commissions so your bonded agent fees eat away at what they're supposed to pay you, so you end up getting significantly less (sometime none) of your commission. Moreover, the commissions are ridiculously low for how much they expect you to do. You might see as little as 10% of the overall dealer concession - this gives little incentive to go out and bring in new money when Trilogy is getting $1,000 (for example), and you're getting a measly $80 or less on an overall concession.

    What they really want you to do, and they won't come out and tell you this until you've been there past your six month period, is they want you to be an insurance and annuity salesman. They'll expect you to get your 6 and 63 licenses, but I was highly discouraged from seeking my 7 and 65/66 licenses. They don't want you trading securities ... they want you to focus on insurance products. Once more, the training process was a joke ... a complete and utter joke. They have a two week training program you will do over a polycomm system (on the TV) where they try and get you to memorize scripts, and coach you on how to sell insurance to people who say they don't want it. During this entire time (pre-licensing, studying, and training) you are not being paid ... even though, like in my case, I was coming into the office for 8-10 hours a day for about two months before I ever saw a pay check (and a ridiculously small one at that).

    They're also not upfront about the fact you're expected to do at least 6-8 hours of mandatory cold calling every week (broken up equally on three days during the week). I was also rather unhappy with the fact they really pressure you to run down every family member, friend, and acquaintance you have they think might have money. I had to tell my managing partner flat out several dozen times I was not soliciting family members for business. This met with a very a negative reaction from both the branch manager and my managing partner. In the end they see it as a question of who you know ... if they think you know people they're willing to hire you because even if you don't "make it" they can just fold what friends and family you do bring in into their own book of business and still come out ahead. If you happen to make it, and can survive to the (realistically) 2-3 years (at the very least) it would take to build an adequate book of business to actually start making a quasi-decent salary, then they win too.

    They talk a lot about how they value their employees, but they treat you in the exact opposite fashion. I was told, in no uncertain terms, I was a expected to work anywhere from 60-80 hours a week, as well as on holidays, and had no paid sick or vacation days. In fact, if you try and take a personal day or vacation day you could find yourself in some hot water. There are also no benefits for the first six months, and once you do get benefits they are laughable at best. In general Trilogy Financial is about as cheap as it gets. They'll give you a bare bones work station with a phone (because they want you to make hours of cold calls every day), and every office has only three computers provided for employees (in a common area). And one of our computers in my office never worked. The computers were also about five years old, and utter pieces of crap. So, there were only two computers for about 20 people to share. And when you needed to prepare paperwork for a client meeting, or new business, you could bet you'd have to wait hours before you could get on a computer. The only way I could get things done was because I brought in my own computer.

    Advice to ManagementAdvice

    Make your actions meet your words - don't be so cheap, and treat your employees the way you'd want to be treated. Be upfront about ALL the aspects of the job. And pay your employees an actual livable wage.

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

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