Trilogy Financial Interview Questions | Glassdoor

Trilogy Financial Interview Questions

Updated Jun 2, 2017
20 Interview Reviews

Experience

Experience
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  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in West Covina, CA
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. I interviewed at Trilogy Financial (West Covina, CA) in May 2017.

    Interview

    I went through two phone interviews with the recruiter, one with the West Covina regional manager, one in-person interview with the regional manager, and finally one in-person panel interview with advisors.

    Interview Questions


  2.  

    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
  3. Helpful (1)  

    Financial Executive Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience

    Interview

    First interview, I got to talk to a few people. They were all very pleasant and comfortable to talk to. Manager explained the business and the certifications required for the job. You'll need to take a short personality survey. Second interview goes in greater detail about the business and compensation.

    Interview Questions


  4. 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


  5. Helpful (1)  

    Financial Executive Interview

    Anonymous Interview Candidate in San Diego, CA
    Declined Offer

    Application

    I applied online. The process took 3 days. I interviewed at Trilogy Financial (San Diego, CA).

    Interview

    There were a total of 3 interviews. First, a brief in person interview with one of the managers. Next, is a group interview with everyone who survived the day before. This interview is about 4 hours long. The regional VP basically talks about the company and his experiences. This is also the time for you to ask any questions. It's more of an info session. At the end, he talks to everyone one-on-one to schedule a third phone interview.

    Interview Questions

    Reasons for Declining

    I wanted to move in a different direction.


  6. 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

    Reasons for Declining

    because they didn't look so trusty.


  7. 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

  8.  

    Client Consulting Services Interview

    Anonymous Interview Candidate in Corona, CA
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 5 days. I interviewed at Trilogy Financial (Corona, CA) in May 2013.

    Interview

    I got in invited for an interview by a college career fair recruiter. He scheduled my appointment right the way for the first day I had available. The interview process was very simple including questions about past experience and future plans. This is a commission based job based on performance and many phone calls. You know the rest.

    Interview Questions

    • There was not any difficult or unexpected questions. Make sure you know that this is a commission based position so If you like to work for commission only you will get hired on the spot.   Answer Question

    Reasons for Declining

    I was looking for conventional employment not based only on commission.


  9.  

    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?


  10. 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


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