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Trilogy Financial Services, Inc. advises couples, families, individuals and businesses with prudent consultative financial planning. Our mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs. With access to Estate Planning and Tax Planning Experts, Third Party Administrators and Retirement Plan Specialists, we are well equipped to work with clients of any net-worth. We believe in treating our people with respect, honesty, integrity, and service excellence.

Training
We hire people who possess a desire to help others and to be an effective leader. We set ourselves apart from the rest of the industry by our focus on training. We provide initial training and continuing education throughout your career and our experienced management provides ongoing coaching for new individuals as well as those with years of industry experience.

Compensation
As an employee of Trilogy, you have the option of a base salary plus commission compensation plan or 100% commission. This position offers growth potential, a promote from within structure and uncapped and unlimited income.

Rewards and Benefits
This career provides you the flexibility to manage your own schedule and make a difference in the lives of your clients while having the freedom a Work/ Family Life Balance provides. You will be eligible for our health care benefits and the company’s 401(k) and Profit Sharing Plan. Some of our Health Benefits include a choice of three medical plans (including HSA Compatible Plan), voluntary Group Dental Plan, voluntary Vision Plan, and Supplemental Insurances and Benefits, such as Flexible Spending Accounts, Life, Disability, Accident, Chronic Care Insurance Plans, and more.

Career Changers: We provide the training and tools to enhance and jump-start your Financial Planning Career.

Recent College Grads: At Trilogy, we provide all of the necessary training for people getting started in their career.

Licensed Advisors: What are you not getting at your current or previous firm that you are looking for? What kind of advancement opportunities do you currently have?

Women In The Industry: Are you a woman looking to make a difference? Do you want to work with like-minded professional women in the industry of finance that share the same desire?

  • Goal Oriented
  • Trainable / Coachable
  • Resilience / Optimism
  • Pride in quality of work
  • College Degree preferred
  • Integrity / Honesty / Trustworthiness
  • Excellent listening and communication skills
  • Strong work ethic and competitive drive to succeed
  • Real People Person- Strong desire to be of assistance in helping people succeed
  • Relentlessly positive thinker who is motivated with a track record of high achievement in everything they endeavor