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This Is More Than A Job. It's A Career.

We’re igniting change in the industry and always looking to build our team with like-minded professionals. Join us.

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.


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.


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


We commit to sticking to goals and overcoming obstacles.



We collaborate to bring the unique abilities of each person to the forefront.


We care deeply for the people who put their trust in us.


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

Award based on employee survey rankings.

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.

Competitive Compensation

Comprehensive Health, Dental & Vision Insurance

Supplemental Coverage: Life Insurance (Group & Individual) + Disability + ID Theft Protection + Pet Insurance

Paid Time Off & Holidays

401(k) Matching

Eligible Profit Sharing

Flex Vacation Time

Career Development, Mentorship & Education

Series 65 Licensing

Employee Referral Program

Discounted Financial Planning

Team Events & Parties

Achievement Awards & Trips

Charity Donation Matching

Recognition & Rewards

Employee Assistance Program (EAP)

Our Opportunities

Click on a location to sort the available opportunities below. Scroll down to see the sorted jobs.


Job Openings

Job Title


Wealth Management Associate
Wealth Management Assistant
Wealth Management Assistant
Wealth Management Assistant


Trilogy has learned that internet fraudsters are falsely representing themselves as recruiters for Trilogy, offering virtual positions with our company and otherwise engaging in deceptive recruiting practices, in order to obtain the personal information of Trilogy applicants. The safety and security of Trilogy’s job applicants are of utmost importance. To protect those who apply for position(s) at Trilogy, please note the following important information.

Remote-Only Positions Do Not Exist: Trilogy does not hire employees for virtual “remote-only” positions. If you see job advertisements or emails claiming to offer such positions at Trilogy, these advertisements are fraudulent and these positions do not exist.
Personal Information: Trilogy does not seek personal information, such as social security numbers or financial details, from any job applicant during the initial stages of recruitment. If you receive any email or advertisement claiming to be from Trilogy and which seeks this information, this communication is not from Trilogy and you should not provide this information.
Apply Through Our Official Website: To ensure the authenticity of your application, apply directly through Trilogy’s official company website at Genuine Trilogy job opportunities are posted there.
Verification: If you receive any suspicious communications from Trilogy, or have doubts about the legitimacy of a Trilogy job offer, first contact Trilogy’s human resources department or reach out to Trilogy through our verified communication channels that are found within our website.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.