Trilogy Financial Financial Advisor Interview Questions | Glassdoor

Trilogy Financial Financial Advisor Interview Questions

8 Interview Reviews

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Financial Advisor Interview

Anonymous Interview Candidate in Phoenix, AZ
No Offer
Positive Experience
Easy Interview

Application

I applied online. The process took 2 days. I interviewed at Trilogy Financial (Phoenix, AZ) in June 2016.

Interview

Did a phone interview with a recruiter basically just went over my resume, then i interview with the president of one of the offices over the phone, was very quick didnt really ask any questions just told me to do an online assesment and we would go from there. Never got a next response.

Interview Questions

  • What did you study?
    What kind of career are you looking for?  
    Answer Question

Other Interview Reviews for Trilogy Financial

  1. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 5 days. I interviewed at Trilogy Financial (Irvine, CA) in February 2014.

    Interview

    It was a phone interview for a position in there Irvine office. It just seemed to me that the company was looking to hire anyone and the person who interviewed me was just reading off the script. I got asked to come back for a second interview but I read all the reviews on glass door and my gut feeling after the phone interview, made me decide to not take it.

    Interview Questions

    • Why do you want to work here   1 Answer

    Reasons for Declining

    I felt like it wasn't the right fit for me


  2. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Woburn, MA
    Declined Offer
    Negative Experience
    Easy Interview

    Application

    I applied through college or university. The process took 5 days. I interviewed at Trilogy Financial (Woburn, MA) in December 2013.

    Interview

    They came to our school for the job fair, when I saw it, I thought I found a great company and all that. But later I realized and read it s just one of those pyramid schemes companies. They are asking questions about your credit card and stuff. Even though I made it through to 2nd interview I didn't go because I couldn't trust them when I went there first time. They are not professional at all.

    Interview Questions

    • Do you have a credit card?   1 Answer

    Reasons for Declining

    because they didn't look so trusty.


  3. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Trilogy Financial (Irvine, CA) in October 2013.

    Interview

    I applied online and they call me to schedule an interview. There are 3 interviews total. The first one is fairly short and the second one is a group interview and it took around 3 hours. The first one just asked you some basic questions. During the second interview, the interviewer talked about some details about the company and the position available. At the end, there is another one to one interview.

    Interview Questions


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  5.  

    Financial Advisor Interview

    Anonymous Employee in Denver, CO
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 6 days. I interviewed at Trilogy Financial (Denver, CO) in August 2012.

    Interview

    Nice people, steller office, did not entirely answer my questions. Pay and compensation structure not precise. Training is good.

    Negotiation

    What were you able to negotiate? What advice would you give others considering an offer?


  6. Helpful (2)  

    Financial Advisor Interview

    Anonymous Employee in Corona, CA
    Accepted Offer
    Average Interview

    Application

    I applied online. I interviewed at Trilogy Financial (Corona, CA).

    Interview

    Interview consisted of 1:1 interview with a hiring manager. Company builds their client base mostly through referrals. Interviewer mentioned that new FAs receive support from management in building client base, and they offer paid training. Office seems to have great diversity of people and culture.

    Interview Questions


  7. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Irvine, CA
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Trilogy Financial (Irvine, CA) in January 2012.

    Interview

    relatively simple, two single interviews, then 1 group interview

    Reasons for Declining

    second rate financial advisory firm. no high net worth client will take this firm seriously.


  8. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer

    Interview

    Phone Interview followed by individual interview. After the initial interview, they did a group presentation on company's background then followed by another individual interview.

    Interview Questions

    Reasons for Declining

    Decided to pursuit in different career


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