Trilogy Financial Services

Never stop growing

Trilogy is a forward thinking company that delivers a comprehensive range of financial products and services to the public. We coordinate investment strategies utilizing our strong network of attorneys and CPAs to create a one-stop financial services experience. Our senior management team, with over 80 years of industry know-how, is dedicated to providing superior training and support in an energetic office environment.

Growth

Never stop! Trilogy is committed to your personal and professional growth. Furthermore, we are committed to company growth. Our growth as a company is directly related to how well we train and support our people.

 

Success

We will provide you with the tools and skills necessary to succeed in this business. Combined with a strong work ethic and Trilogy's dynamic corporate culture, this often propels people beyond their expectations.

 

Ownership

All Trilogy senior managers and top producers earn an equity stake in the company without any capital investment.

 

Training

This is where Trilogy really sets itself apart. Our step-by-step approach starts with an introduction to the industry through to the most sophisticated planning concepts. Trilogy's management team adeptly trains individuals new to the financial services field as well as those with years of industry experience.

 

Trilogy Financial Services, Inc. and National Planning Corporation (NPC) are separate entities. Securities and advisory services offered through National Planning Corp (NPC) Member FINRA, SIPC and a Registered Investment Advisor.

Are you looking for something different? A company that offers a corporate culture, second to none, ongoing training and development, advancement opportunities and a stake in one of the fastest growing financial services firms in the industry? Are you ready to take your practice to a whole new level?

If you are willing to remain open-minded to acquire new skills and become part of a dynamic, professional team we look forward to hearing from you.

What does it mean to associate with Trilogy Financial Services?

Trilogy was founded on the idea that to be successful you need to look forward, not backward. We believe in treating our people with respect, honesty, integrity, and service excellence. Our clients have discovered a central, powerful resource for financial planning: a company that designs its services around them, giving them a level of financial care that’s superior. With access to Estate Planning and Tax Planning Experts, Third Party Administrators and Retirement Plan Specialists, we are well equipped to work with clients of any net-worth. The best part about Trilogy is that we are an independently owned firm that has no ownership interest in the products and services we may recommend. This puts us in a position to offer unbiased guidance to our clientele.

Shared Experience

Many experienced advisors joined Trilogy for its culture. Trilogy’s unique model of Tax & Estate experts coupled with the experience of top advisors has created an environment for success. People work together to help others succeed. Our firm's management team as well as the top advisors maintain an open door policy.

Compensation & Rewards

Trilogy Financial Services, Inc. offers highly competitive pay-out structures, provides office spaces in prestigious buildings and key locations as well as bonus and incentives related to production. Our experienced Management Team provides ongoing coaching to assist advisors with their ambitious career goals.

Technology

Trilogy offers the latest technologies to ensure our advisors are equipped to provide their clients with the utmost of service. Our latest addition is our high-tech Video Conferencing equipment, which allows us to connect all of our branches and invite guest speakers to provide updates on the economy or share advanced planning techniques.

Our latest addition is our high-end Video Conferencing equipment, which allows us to connect all of our branches and invite guest speakers from all parts of the country for updates on the economy or advanced training. 

Women of Trilogy Group

Trilogy is an advocate for the increased role of female professionals in the financial services industry. For this reason, we have unique mentoring and support systems for our female advisors.

Do you have what it takes? Then we would like to hear from you:

• Outstanding relationship building skills with an emphasis on face to face meetings
• An ability and willingness to learn Trilogy’s comprehensive planning process
• A commitment to integrity that applies to all areas of personal and professional life
• A self-motivated work ethic and a competitive drive to succeed
• Desire to make a meaningful difference in people’s lives

Rewards and Benefits

• Sign-on Bonus for Qualified Candidates
• W-2 Employee Status: Health Insurance & 401K/Profit Sharing
• Flexible Work / Family Life Balance
• Insurance: Group Health / FSA / Life / Disability
• CFP Reimbursement Program
• Eligible for Stock Options with a Private Firm

Trilogy Financial Services, Inc. and National Planning Corporation (NPC) are separate entities. Securities and advisory services offered through National Planning Corp (NPC) Member FINRA, SIPC and a Registered Investment Advisor.

Enhance Your Career

Do you want something more from your career? Do you long for meaningful interactions with your clients where you know you are providing a service that will make a difference in the lives of those around you? Maybe you just want a change, a fresh start or a new outlook. Regardless of what field you are currently in: Airlines, Retail, Business Services, Consumer Goods, Legal, Banking, Medical, etc. there is a home for you at Trilogy!

Taking It To The Next Level

We have the training and tools available to enhance and jump start your Financial Planning Career. Imagine utilizing your current skill sets in a completely new way where you can earn unlimited income, have the flexibility to manage your own schedule, make a difference in the lives of your clients while having the freedom a Work/ Family Life Balance provides. You will have a chance to build long-term, lasting relationships with your clients and educate them on products and services designed to help them achieve financial independence while remaining unbiased and objective when it comes to your guidance and support.

Transition

No matter where you come from or what industry you have specialized in previously, our TOP Training program coupled with continuing education will help every candidate comprehensively gather and review client information as well as prepare and deliver financial plans. In addition to the industry expertise of the Trilogy management team, we have the resources of CPA’s and Attorneys on hand to help you and your clients achieve their dreams and goals. Thus allowing you to experience a seamless transition into your new career.

Trilogy Financial Services, Inc. and National Planning Corporation (NPC) are separate entities. Securities and advisory services offered through National Planning Corp (NPC) Member FINRA, SIPC and a Registered Investment Advisor.

Why Women Want To Work At Trilogy...

Just when you thought Financial Planning is all about indexes and ratios, Alpha’s, Beta’s and the like, we have news for you. When we asked one of our top female advisors in our firm, what she attributes her tremendous success to, her answer was simply: “The ability to build solid trust relationships with my clients”.

The processes and our approach at Trilogy is client centered and client focused and our advisors enjoy rewarding, long-term professional friendships with their clients.

At Trilogy we pride ourselves on not only the best training industry wide, but also the best support. And we understand that women may have different concerns and needs in the financial services industry.

It is because of this that we have created a forum for women to go to,  articulate their needs and form friendships and relationships with other like minded female advisors. Our Trilogy Women’s Group  was founded in 2007 and quarterly workshops and our Annual Women’s Group Conference provide a rich educational environment to support experienced advisors as well as those in the early stages of their career.

Let the Women of Trilogy Explain in their Own Words

"Trilogy is a company that invests in your prosperity in more ways than one. Trilogy enables you to not only make a
good living but to also make a life; not only to be successful but to also be significant; not only to dream big but to
also live large. I cannot imagine working for any other company where leaving for work feels like going home."
– Cookie Walden, VP of Investments

"Money & personal finance have always been a part of my life. When I joined the Trilogy Financial Services team, my
calling to the financial world became a reality. The positive focus of the entire company along with the support,
opportunity and tools offered has helped me realize a dream."
– Yvonne Navarrete, Financial Advisor

"Having been in an all male office before it can sometimes feel like you are on your own private island. The way the
women come together with Trilogy helps provide me with awesome support, and helps bring me motivation on days
that I am working hard and late in the office."
- Windus Fernandez Brinkkord, Vice President of Investments

"This industry is extremely rewarding. Making a difference in the financial well being of American families gives you an unparalleled sense of fulfillment. But to be able to uphold that duty while getting all the support and empowerment
to succeed can only be found in Trilogy. This is a company where integrity and a progressive mindset are not mere
clichés but an inherent corporate culture; where camaraderie and teamwork are second-to-none; and where friendships are formed to last a lifetime. There truly is no place like Trilogy."
– Claudia Sawaf, Director of Field Development

"Trilogy is a concoction of three essential elements: Unlimited growth potential, unlimited earnings potential, and
unlimited fun potential. Having been with this company since its inception, I have seen myself and other people
transition from survival to significance in a short period of time. It is undeniably a breeding ground for winners and there is no other place I’d rather be."
– June Adams, VP of Administration

"By joining Trilogy, I have found a place where I can meld together my passion, drive and business ideals with Trilogy's
superior training, support and resources in order to be successful. At Trilogy, there is no limit to my potential or opportunity.
And I don't have to sacrifice what is important to me personally to reach my goals professionally. I am fully committed to Trilogy
because they are fully committed to me and to my clients ."
– Diane Zing, Vice President of Investments

"It’s refreshing to work for a company who values family and client relationships. You not only get the training you
need but the long term support of colleagues, management and other women in this field who care about you and
want to see you succeed in all you do. Trilogy is definitely a place you can call home...I know I do!"
- Pamela LeBlanc, Hiring Manager

Expansion and Growth – We are one of the fastest growing financial firms providing an environment for women to grow and to move up the career ladder at a fast pace. 

Recognition and Awards – Our company’s strong work ethic and pursuit of excellence has earned our representatives top awards at National Planning Corporation (a national independent Broker/Dealer) and other firms such as Life Event Advantage year over year.

Trilogy Financial Services, Inc. and National Planning Corporation (NPC) are separate entities. Securities and advisory services offered through National Planning Corp (NPC) Member FINRA, SIPC and a Registered Investment Advisor.

At Trilogy we provide our team of professionals a strong work culture and positive environment to strive in. And as we expand to new markets, we offer tremendous growth and advancement opportunities to dedicated individuals.

Awards

We reward outstanding performance at our Annual Awards Banquets that have quickly become one of Trilogy’s signature events.

Based on your performance, you may also qualify for several trips per year for you and a guest to some of the most desirable locations around the world.

Ongoing Mentoring and Coaching

In an industry without “Income Ceilings” you have the unique opportunity to continue to advance in your career and improve your income. At Trilogy we believe that Success is rarely achieved alone. Our experienced Management team will continue to coach and mentor you on your own path to financial independence.

Retirement & Profit Sharing [401(k)] Plan & Health Care Benefits

As part of our team you will be eligible for our health care benefits and to contribute to the company’s 401 (k) and Profit Sharing Plan:

Some of our Health Benefits include:

• A choice of three medical plans (including HSA compatible plan)
• Voluntary Group Dental plan
• Voluntary Vision plan
• Supplemental Insurances and benefits, such as Flexible spending accounts, Life, disability, accident, chronic care insurance plans, and more.

Trilogy Financial Services, Inc. and National Planning Corporation (NPC) are separate entities. Securities and advisory services offered through National Planning Corp (NPC) Member FINRA, SIPC and a Registered Investment Advisor.

”You have just graduated college and are considering entering the financial services field. Most people are asking themselves “What should I expect”? You should expect to get back to studying in order to pass the necessary exams to get started in the industry. Your firm should offer in-depth industry training as well. So, it is back to school. Since you just got done studying many topics, you should be ready to handle your next “classes”. Finding a firm that will help with these areas will be a key to starting your success.

At Trilogy, we provide all of the necessary training for new people getting started in their career. We have a comprehensive training program that will allow for a quick start into the industry, and a unique mentoring system, where our managers are willing to take the time necessary to make sure every new representative has the correct tools to get their career underway. From case analysis, lead generation mostly via referrals, time management, and personal skills, our managers are here to support our new representatives.

College typically trains people to get started in a “job”. In entering the financial services arena, you should be prepared to start a “career”. A professional career is exciting for the right type of candidate. People with high levels of motivation, competitiveness, drive, ambition, entrepreneurship and wanting to get ahead in life should apply. This career is very rewarding. Helping people plan for all of their financial goals and dreams and getting paid to do it is a win/win situation for everyone involved. Get excited, get involved, and get started with Trilogy!”

Kevin Leon Regional Vice President/OSJBranch Manager 
After receiving his Business Administration degree from the University of Pittsburgh in 1993, Kevin began his career in the Financial Services Industry