Trilogy Financial Employee Benefits and Perks | Glassdoor

Trilogy Financial Benefits

Location: US
2 Ratings

Employer Summary

Trilogy Financial believes in supporting, developing and mentoring new employees as you learn to be a Financial Advisor. You will be joining an integrated team devoted to superior client service and comprehensive financial planning—working closely with several senior advisors in the office throughout your journey to a career in financial planning.

  • Salary-Based Compensation
  • Paid Licensing and Series 65 Preparation
  • Paid Insurance Licensing and Paid Exam Preparation
  • 401K Participation
  • Personal PTO
  • Medical Benefits

Employee Benefit Reviews

Most Commented

  • Apr 21, 2015
    StarStarStarStarStar Former Engineer in Cranbury, New Jersey

    Health insuarance offering was only a token package. Very expensive, high deductable, Really only for catastrophic health events.

  • Oct 22, 2014
    StarStarStarStarStar Former Financial Executive in Woodland Hills, California

    There are no benefits to speak of. They say that they offer health insurance but it is less expensive to buy an individual policy from an agent. They offer no paid holidays or time off at all.

Benefits Summary

List based on reports from current and former employees. It may not be complete.

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Insurance, Health & Wellness

  • Health Insurance
  • Dental Insurance
  • Flexible Spending Account (FSA)
  • Vision Insurance
  • Health Savings Account (HSA)
  • Life Insurance
  • Supplemental Life Insurance
  • Disability Insurance
  • Occupational Accident Insurance
  • Health Care On-Site
  • Mental Health Care
  • Retiree Health & Medical
  • Accidental Death & Dismemberment Insurance

Financial & Retirement

  • Pension Plan
  • 401K Plan
  • Retirement Plan
  • Employee Stock Purchase Plan
  • CheckmarkPerformance Bonus (1)
  • Stock Options
  • Equity Incentive Plan
  • Supplemental Workers' Compensation
  • Charitable Gift Matching

Family & Parenting

  • Maternity & Paternity Leave
  • Work From Home
  • Fertility Assistance
  • Dependent Care
  • Adoption Assistance
  • Childcare
  • Reduced or Flexible Hours
  • Military Leave
  • Family Medical Leave
  • Unpaid Extended Leave

Vacation & Time Off

  • Vacation & Paid Time Off
  • Sick Days
  • Paid Holidays
  • Volunteer Time Off
  • Sabbatical
  • Bereavement Leave

Perks & Discounts

  • Employee Discount
  • CheckmarkFree Lunch or Snacks (1)
  • Employee Assistance Program
  • Gym Membership
  • Commuter Checks & Assistance
  • Pet Friendly Workplace
  • Mobile Phone Discount
  • Company Car
  • Company Social Events
  • Travel Concierge
  • Legal Assistance

Professional Support

  • Diversity Program
  • Job Training
  • Professional Development
  • Apprenticeship Program
  • Tuition Assistance

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