Career Opportunities

  • Financial
    Advisor

    The Financial Advisor position is for enthusiastic, career-minded, self-motivated individuals. Whether you are an existing licensed advisor at another firm or if you are considering the financial planning industry for the first time, we encourage you to apply to this unique opportunity.

    Apply Now
  • Management
    Trainee

    The Management Trainee Position is specifically for applicants who wish to develop their leadership and motivational management abilities in the context of the business of financial advising. The position entails developing experience in the financial planning business through...

    Apply Now
  • Financial Advisor Associate

    The Financial Advisor Associate position is ideal for career-minded college graduates interested in working in a collaborative environment focused on providing exceptional client service. You will be joining an integrated team devoted to superior client service and comprehensive financial...

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  • Branch Administrator

    The Branch Administrator position is for a proactive, self-disciplined individual to support a team of consultants and senior branch management. This position requires strategic thinking, accuracy and strong attention to detail. This important and valued support role requires a take charge decision making style and a by the book mentality.
     

    Apply Now
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A Culture of Support

Trilogy is a forward thinking company that provides comprehensive financial planning to financially-conscious Americans from coast –to-coast. Through our independent analysis of products and services we coordinate investment and risk mitigation strategies. Our senior management team, with over 100 years of industry experience and know-how is dedicated to providing a career development path for every advisor in an energetic, passionate office environment.

You are part of the team, and we are with you every step of the way. You will receive one-to-one coaching from our experienced management personnel. Trilogy managers have walked in the shoes of our advisors and know what it takes to help people succeed.

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Changing Careers


Enhance Your Career

Are you tired of feeling like you don’t have options in your career? Tired of wondering if you are going to get that cost-of-living raise at the end of the year? Are you longing to work in a profession where you know that you have control over your income? Perhaps you want to have a more client-focused career. You don’t want to just sell a product or answer a phone any more, you want to have real relationships with people that make a real difference. If these things describe you, Trilogy Financial could be the place for you.

Taking It To The Next Level

We have the training and tools to enhance and jump start your Financial Planning Career. We will help you learn how your existing skills and talents translate into a career in our industry and help you see that you’ve been preparing for this opportunity your whole professional life! You will have a chance to build long-term, lasting relationships with your clients and educate them on products and services designed to help them achieve financial independence. Because of our independent, objective approach you will never be led to feel like you have to compromise for your clients best interest. At Trilogy, they truly come first.

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Recent College Graduates

At Trilogy, we provide all of the necessary training for new people getting started in their career. We have a comprehensive training program that will allow for a quick start into the industry, and a unique mentoring system, where our managers are willing to take the time necessary to make sure every new representative has the correct tools to get their career underway. From case analysis, lead generation mostly via referrals, time management, and personal skills, our managers are here to support our new representatives.

But it’s more than just building a career. Because of our relationship-driven atmosphere, you will find a place where you can develop your skills, find peers that become friends and work side-by-side with people you trust and are inspired by. Looking for a place to spend your work hours doing something your passionate about with great people in a high-speed, high-reward environment? You’re looking for Trilogy.


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Women in Finance


Women in Finance read more...

Like too many industries, financial advising has been overwhelming a male profession for many years. At Trilogy, we believe that women are uniquely talented to provide valuable service and support to our clients. Through our Trilogy Women’s Group, we provide mentorship and specialized training for women in the industry, including an annual conference through National Planning Corporation, where our female advisors can learn tools and techniques from leaders in their field.

Existing Advisors

  • Nick D. Richtsmeier

    Regional Vice President

    With a Masters degree in Transformational Leadership from Bethel University, Mr. Richtsmeier specializes in helping teams of advisors and individual clients, clarify their highest objectives and then make strategic and consistent decisions to help make those goals a reality.

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  • Joseph Sirgy

    Managing Partner

    Joe's move to Trilogy was prompted by his passion to help others. He explains, “After years of helping corporations achieve financial success with their businesses, I wanted to be in a position to help individuals achieve the same for themselves.”

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  • Kevin A. Mackintosh

    Executive Vice President

    Kevin leads the staff in the Torrance Regional Center as they assist clients with achieving their financial goals. He believes that having open communication and helping the client clearly define their goals are key to client success.

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Rewards and Recognitions

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital, Inc., a Registered Investment Adviser. Trilogy Financial Services, Trilogy Capital, Inc. and NPC are separate and unrelated companies.