Trilogy Financial Services

  www.trilogyfs.com
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34 Employee Reviews (View Most Recent)

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  • Culture & Values
  • Work/Life Balance
  • Senior Management
  • Comp & Benefits
  • Career Opportunities
  • Approves of CEO

2 people found this helpful  

Financial Services isn't for everyone!!!

Financial Advisor (Current Employee) Denver, CO

ProsThe Financial Services industry is a very difficult one to be in. The turnover is high as most new advisors fail due to having unrealistic expectations about what it really means to be a financial advisor. The hours are long, the highs are very high as the lows are very low and it will take you a long time to develop a successful, lucrative practice. You need to do a lot of research before you decide to enter this field but if you do, this is the best company to work for. The support you get toward staying educated and providing advice in building your business is second to none. If you work hard, listen well, stay patient and learn the practices that Trilogy has proven to work, you will succeed. However, that success WILL NOT come overnight.

ConsThe downsides are unique to working in the financial services business and really are no different from company to company. Anyone who tells you differently is mis-guided or mis-informed. Being and advisor is hard work, takes a long time and it doesn't come easy to anyone. It's commission based so there really is no salary to speak of so you're going to have to work hard and meet with a lot of people to make a decent income. They provide a starting salary option at first but it isn't a living wage but it is not designed to be such. It is designed to provide a minimum safety net and allow you to build your business while having something small on which to fall back. If you want to find a cushy job with a nice salary that doesn't require a lot of work, don't bother applying here. But if you want to work hard, help people and create a profitable business for yourself in the future, come talk to us!

The health insurance is fine. The 401(k) doesn't have a match. A match would be nice but you're an advisor, it's your job to plan accordingly. There are ownership options upon advancement within the company but it isn't super lucrative until you've been there and been a good producer for a significant period of time.

Advice to Senior ManagementThere are a lot of different managers that have a lot of different personalities that cater well to different types. Make sure that the new reps are paired with the right people for their personality and continue to provide a positive environment.

Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Disapproves of CEO

    1 person found this helpful  

    Do not waste your time here.

    Financial Planner (Current Employee) West Covina, CA

    I have been working at Trilogy Financial Services full-time for less than a year

    Pros: Some of the coworkers were nice people. Cons: The company is a revolving door - they are "Hiring" every month, and just using you to get to your friends and family so they… Advice to Senior Management: When you lie to people to get them to work for you, it doesn't… No, I would not recommend this company to a friend – I'm not optimistic about the outlook for this company… More

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

    1 person found this helpful  

    Boss is amazing but aside from him you are on your own.

    Anonymous Employee (Former Employee)

    I worked at Trilogy Financial Services full-time

    Pros: Fairly ethical as far as financial services goes. Boss is remarkable… Cons: A joke of a base salary that only lasts 6… More

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