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.
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.
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
Location
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://johnj220.sg-host.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.
