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
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  • Disapproves of CEO

3 people found this helpful  

You have a 5 percent shot of making it, and that is being generous.

Financial Advisor (Former Employee) West Covina, CA

ProsNice office, friendly staff that's about it.

ConsOnce you have all of your friends taken care of, they show you the door. You enter all of your applications and process all of your paperwork, which may not sound that bad, but takes several hours. Yuck. You pay for e and o insurance and pay to access the communal computers, they are so thrifty, some of the computers don't have ms office because they are too cheap to get it.

Advice to Senior ManagementLess of a sweat shop and more support...oh and pay your sales people Some money maybe ?

No, I would not recommend this company to a friend

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

     

    Great company to work for!

    Anonymous Employee (Former Employee) Huntington Beach, CA

    I worked at Trilogy Financial Services full-time for less than a year

    Pros: Great benefits, opportunities to grow. Everyone is very pleasant and wants… Cons: None. Senior management is pretty good and they spend time… Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More

    • 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

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

    Pros: The Financial Services industry is a very difficult one to be in. The turnover is high as most new advisors fail due to having… Cons: The downsides are unique to working in the financial services business and really are no different from company to company. Anyone who tells you… Advice to Senior Management: There are a lot of different managers that have a lot of different personalities that cater well to different types. … Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More

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