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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
    (Group & Individual) + 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

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    Employee Assistance Program (EAP)

Job Openings

Job Title Location

Wealth Management Associate

Trilogy Financial Services, Torrance

Click to apply

Wealth Management Assistant

Trilogy Financial Services, Denver

Click to apply

CRM & Data Administrator

Trilogy Financial Services, Irvine

Click to apply

Wealth Management Assistant

Trilogy Financial Services, Corona

Click to apply

Wealth Management Assistant

Trilogy Financial Services, West Covina

Click to apply

SEEKING EMPLOYMENT WITH TRILOGY: BEWARE OF FRAUDULENT ACTIVITY

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 https://www.trilogyfs.com/culture-and-careers/ 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.
Call Us To Get Started. (844) 356-4934