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Get Started on Your Financial Life Plan Today








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    Fostering Top Talent &
    a Family-Oriented Culture

    This is personal to us. We filter each interaction through the heart and care about the success of our team and our clients as if they were family.

    We have built an environment that empowers our team and clients to reach financial freedom. We are more than a financial advisory firm, we’re Life Planners. We care, we give, we’re proactive and we support our clients’ lives holistically for generations.

    Join us and together we will coach and build great financial Life Plans for people across America. Let’s leave a legacy.

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    Award based on employee survey rankings.

    Our Trilogy PATCH

    The PATCH embodies our ONE TRILOGY culture, core values and keeps us rowing in the same direction.

    • The PaTCH isn't just an acronym, it’s joyful accountability.

      Every employee strives to embody the PATCH Values and considers them daily when working together, serving our clients and planning for the future.
    • P - Perseverance

      We commit to sticking to goals and overcoming obstacles.
    • A - and

    • T - Teamwork

      We collaborate to bring the unique abilities of each person to the forefront.
    • C - Client-Centered

      We care deeply for the people who put their trust in us.
    • H - Humility

      We believe in a humbly confident attitude in all of our relationships.

    One Purpose. One Experience. One Plan.

    “One Trilogy is the core of who we are. It’s a family where we all work together and encourage each other to succeed.”

    Trilogy Team Benefits & Perks

    When we say we’re like family, we mean it. We take care of each other like family. Here are some of the benefits of a career with Trilogy Financial.

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      Competitive
      Compensation

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      Comprehensive Health,
      Dental & Vision Insurance

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      Supplemental Coverage:
      Life Insurance + Disability +
      ID Theft Protection +
      Pet Insurance

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      Paid Time Off &
      Holidays

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      401(k)
      Matching

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      Eligible Profit
      Sharing

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      Flex
      Vacation Time

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      Career Development,
      Mentorship & Education

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      Series 65
      Licensing

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      Employee Referral
      Program

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      Discounted Financial
      Planning

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      Team Events
      & Parties

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      Achievement
      Awards & Trips

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      Charity Donation
      Matching

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      Recognition & Rewards

    Job Openings

    Job Title Location

    Office Coordinator

    Trilogy Financial Services, Scottsdale

    Click to apply

    Non-Licensed Associate

    Trilogy Financial Services, West Covina

    Click to apply

    Human Resources Assistant

    Trilogy Financial Services, Huntington Beach

    Click to apply

    Trading Assistant

    Trilogy Financial Services, Huntington Beach

    Click to apply

    Retirement Plan Specialist

    Trilogy Financial Services, Huntington Beach

    Click to apply

    Client Service Associate

    Trilogy Financial Services, Huntington Beach

    Click to apply

    Office Coordinator

    Trilogy Financial Services, Huntington Beach

    Click to apply
    Call Us To Get Started. (844) 356-4934