Working at Trilogy Financial | Glassdoor

Trilogy Financial Overview

Work Here? Get a Free Employer Account
Huntington Beach, CA
201 to 500 employees
1999
Company - Private
Investment Banking & Asset Management
$10 to $25 million (USD) per year
Unknown

Trilogy Financial Reviews

3.4
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
Trilogy Financial CEO, Founder and Owner Jeff Motske
Jeff Motske
25 Ratings
  • Helpful (2)

    "Financial Advisor Associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor Associate
    Current Employee - Financial Advisor Associate
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Trilogy Financial full-time

    Pros

    Great location, experienced staff, A for effort on creating structure and training. The advisors clearly care about their customers and there is a lot of longevity. The client space is clean and modern. Great opportunity to build a business within a business.

    Cons

    Being a great salesperson doesn't make you a great manager. Management needs to be trained in HR, leadership and how to rollout a training program; before they start training others. The office environment for the employees is messy, outdated and cramped. They have set up a formal program to take you from Associate to Advisor, but the rollout seems a bit chaotic and haphazard.

    Advice to Management

    Spend a little money on making the employee's work environment more pleasant and modern. Have a more formal onboarding process that includes a day or two in the corporate office getting introduced to the company, licensing requirements, timelines, compensation and the overall training program so that all employees start with the same imprint, regardless of what office they work in.

See All 42 Reviews

Trilogy Financial Photos

Trilogy Financial photo of: Corporate Head Quarters
Trilogy Financial photo of: Our Boston Office
Trilogy Financial photo of: Our Corona Office
Trilogy Financial photo of: Our Denver Office
Trilogy Financial photo of: Our Scottsdale Office
Trilogy Financial photo of: Our San Diego Office
See All PhotosSee All

Trilogy Financial Interviews

Experience

Experience
35%
47%
17%

Getting an Interview

Getting an Interview
58%
11%
11%
5
5
5

Difficulty

2.0
Average

Difficulty

Hard
Average
Easy
  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

See All 20 Interviews

Trilogy Financial Awards & Accolades

Let us know if we're missing any workplace or industry recognition – Add Awards

Work at Trilogy Financial? Share Your Experiences

Trilogy Financial
  • Star
  • Star
  • Star
  • Star
  • Star
 
Click to Rate
or