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Trilogy Financial Overview

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Huntington Beach, CA
201 to 500 employees
Company - Private
$10 to $25 million (USD) per year

Trilogy Financial Reviews

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Trilogy Financial CEO, Founder and Owner Jeff Motske
Jeff Motske
24 Ratings
  • Helpful (2)

    "Financial Advisor Associate"

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

    I have been working at Trilogy Financial full-time


    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.


    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 The office environment for the employees is messy, outdated and cramped.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.

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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
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Trilogy Financial Interviews

Interview Experience

Interview Experience

Getting an Interview

Getting an Interview

Interview Difficulty


Interview Difficulty




    Financial Advisor Interview

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


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


    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

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Trilogy Financial Awards & Accolades

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