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 Training, and inter office support" ((in 8 reviews)); "Great culture and sound financial planning" ((in 7 reviews)); "Everyone else does." ((in 4 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))

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

"Low pay compared to others" ((in 9 reviews)); "Overall benefits could be better for the employees who are not Financial Advisors." ((in 4 reviews)); "Disorganized management." ((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))

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Trilogy Financial

Trilogy Financial Reviews

3.7

66% would recommend to a friend

(87 total reviews)

Jeff Motske

85% approve of CEO

69% positive business outlook

Ratings by category

4.3

Diversity and inclusion

4.0

Culture and values

3.9

Work/Life balance

3.7

Career opportunities

3.6

Senior management

3.2

Compensation and benefits

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.

4.0

12 Feb 2025

......

Service associate

Recommend

CEO approval

Business outlook

Pros

The company has a huge family company culture.

Cons

The pay isn't the best.

Viewing 1 - 3 of 87 Reviews

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