Trilogy Financial

Full-timeDescriptionTrilogy Financial is seeking a highly motivated individual to support our branch office in Huntington Beach CA. The Branch Receptionist will serve as a main point of contact for our visitors and help with general office support. The candidate will partner with vari More...

Full-timeDescriptionThe Retirement Associate will play a vital behind the scenes role in helping our advisors support their clients with retirement planning. Youll be the go-to resource for our Employer Retirement Solutions (ERS) team helping to keep things running smoothly and compli More...

Full-timeDescriptionThe Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive understanding of the companys philosophy systems and client experien More...

Full-timeDescriptionThe Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive understanding of the companys philosophy systems and client experien More...

Full-timeDescriptionWere seeking a skilled Financial Controller to oversee key financial processes ensuring accuracy compliance and strategic insights. Youll manage the month-end close support budget reporting analyze variances and provide the Director of Finance with the insights nee More...

Full-timeDescriptionThe Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive understanding of the companys philosophy systems and client experien More...

FulltimeDescriptionWere seeking a detailoriented and proactive Marketing Associate to support the daytoday operations of the Marketing Department. This individual will serve as the first point of contact for internal marketing requests helping to organize priorities maintain project m More...

FulltimeDescriptionThe Employer Solutions Associate will play a vital behind the scenes role in helping our advisors support their clients with retirement planning. Youll be the goto resource for our Employer Retirement Solutions (ERS) team helping to keep things running smoothly and More...

ParttimeDescriptionJob SummaryTrilogy Financial is seeking a motivated Service Center intern who is ready to apply knowledge of business practices and processes in a fastpaced realworld environment. The intern will assist in conducting research analyzing data and making recommendation More...

FulltimeDescriptionTrilogy Financial is looking for an Employer Solutions Specialist. The Employer Solutions Specialist serves as a centralized resource to the Employer Retirement Solutions (ERS) team which ultimately serves our advisors and their clients regarding overall business re More...

FulltimeDescriptionTrilogy Financial is looking for an Employer Solutions Specialist. The Employer Solutions Specialist serves as a centralized resource to the Employer Retirement Solutions (ERS) team which ultimately serves our advisors and their clients regarding overall business re More...

FulltimeDescriptionThe Portfolio Manager Associate plays a crucial role in supporting the portfolio management team in building enhancing and monitoring our investment platform and offerings. This person is responsible for conducting indepth research and analysis of portfolio managers More...

FulltimeDescriptionJob SummaryHave you been thinking about starting a career in the Financial Service industry Do you enjoy helping people and providing top notch customer service Apply to be a Service Associate! At Trilogy Financial the Service Department is a newly formed team that More...