Trilogy Financial Services

  www.trilogyfs.com
  www.trilogyfs.com
There are newer employer reviews for Trilogy Financial Services

2 people found this helpful  

Great Place to Work!!!

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

I have been working at Trilogy Financial Services full-time (more than 8 years)

Pros

I'm in my 10th year with the company and its a great place to work. I have a wonderful work/life balance. Have had some great times on company rewards trip, and I just really enjoy being a financial planner.

 Background I started here at 24, and worked hard and was quickly promoted to Vice President in under 2 years.

Cons

Working in the financial services industry isn't for everyone. But if you are going to do it, this is the place to be. My only issue is that I live roughly 26 miles from 3 of our offices. This is more of a personal issue. Also have some benefits its relatively easy for me to get to 3 offices and see clients from a wide area.

Recommends
Positive Outlook
Approves of CEO

36 Other Employee Reviews for Trilogy Financial Services (View Most Recent)

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  1. 3 people found this helpful  

    Home away from home

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Huntington Beach, CA
    Current Employee - Anonymous Employee in Huntington Beach, CA

    I have been working at Trilogy Financial Services

    Pros

    Family environment. Managers with open door policies. Lot's of room for advancement. People are very nice.

    Cons

    Would be nice if they had a more richer benefit package. No matching on 401k. Has profit sharing but the amount given to employees is pretty small. Nice that they have health insurance but wish it covered more.

    Advice to ManagementAdvice

    Maybe spend a little less on the annual parties and trips and spend more on benefits for employees.

    Recommends
  2. 2 people found this helpful  

    Very Poor

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

    I have been working at Trilogy Financial Services

    Pros

    They pay for FINRA Licenses

    Cons

    I spent two weeks straight training in a room by myself on a video conference call with the training coordinator memorizing phone scripts, they never told me I was going to be cold calling two days a week (mandatory)! I was angry and quit.

    Advice to ManagementAdvice

    Be more personable with the advisors, they work hard for you to reach your manager goals.

    Doesn't Recommend
There are newer employer reviews for Trilogy Financial Services

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