Does Trilogy Financial pay their employees well?

According to anonymously submitted Glassdoor reviews, Trilogy Financial employees rate their compensation and benefits as 3.2 out of 5. Find out more about salaries and benefits at Trilogy Financial. This rating has improved by 2% over the last 12 months.

How satisfied are employees working at Trilogy Financial?

66% of Trilogy Financial employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Trilogy Financial 3.9 out of 5 for work life balance, 4.0 for culture and values and 3.7 for career opportunities.

What are the top reviewed jobs at Trilogy Financial?

Financial Advisor (13) , Wealth Advisor (10) , Financial Executive (7) , Associate (3) , Administrative Assistant (2) , Financial Planner (2) , Hiring Coordinator (2) , Manager (2) , Service Associate (2) , Vice President of Wealth Management (2)

What are the pros of working at Trilogy Financial according to real employee reviews?

"Great culture and sound financial planning" ((in 9 reviews)); "The rich training allows a new advisor to grasp fundamentals of the Industry while experienced advisors have access to advanced training for their ongoing development, while encouraging them to continue the industry education with obtaining their CFP." ((in 7 reviews)); "Management is very understanding of work / life balance." ((in 4 reviews)); "The people were amazing to work with and do friendly." ((in 4 reviews)); "Some of the coworkers are nice" ((in 3 reviews))

What are the cons of working at Trilogy Financial according to real employee reviews?

"Low pay compared to others" ((in 9 reviews)); "No job security; Management is constantly firing people." ((in 5 reviews)); "Overall benefits could be better for the employees who are not Financial Advisors." ((in 4 reviews)); "structure of commissions and cold calling" ((in 4 reviews)); "Being a great salesperson doesn't make you a great manager." ((in 3 reviews))

Trilogy Financial Reviews

3.7

66% would recommend to a friend

(87 total reviews)

Jeff Motske

85% approve of CEO

69% positive business outlook

Company ratings over time

Ratings trend for the last 6 months (87 reviews)

Trilogy Financial has an employee rating of 3.7 out of 5 stars, based on 87 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Trilogy Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

87 reviews

5.0

19 Mar 2026

So Happy I Found This Company!

Client relationship associate

Recommend

CEO approval

Business outlook

Pros

The training is really great and so are the people. I like that I get to do interesting work and the company culture is very positive and encouraging. I definitely see tremendous growth potential here.

Cons

There's none that I can think of at this time.

5.0

29 May 2025

Great Company

Benefits administrator

Recommend

CEO approval

Business outlook

Pros

Motivating atmosphere with wonderful coworkers

Cons

Great company — zero complaints here.

5.0

24 Jan 2024

Have a vision

Wealth advisor

Recommend

CEO approval

Business outlook

Pros

-great flexibility with schedule -great culture, everyone friendly -solid growth opportunity if you're willing to put in the work -teamwork is important to the company

Cons

-some people may not like that your pay is directly correlated with how hard you work as an adivosr

Viewing 1 - 3 of 87 Reviews

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Jobs at Trilogy Financial