Note: The job is a remote job and is open to candidates in USA. Trajan Wealth LLC is one of the fastest-growing Registered Investment Advisor firms in the country, managing over $3 billion in assets. They are seeking entrepreneurial Financial Advisors to lead the development of new markets, leveraging seminars and in-house resources to build client relationships and scale their advisory practices.
Responsibilities
- Host and present retirement and financial planning seminars within your territory
- Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
- Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
- Convert seminar attendees into long-term client relationships through a proven and repeatable process
- Serve as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local market
- Develop and grow a client base through seminars, referrals, and strategic community engagement
- Build and scale a local advisory practice as part of Trajan's national expansion strategy
- Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within your community
- Conduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial picture
- Design and implement customized financial strategies that integrate investment management, tax planning, and estate considerations
- Help clients make informed decisions and remain confident in their financial future through all market environments
- Leverage Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunities
- Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
- Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale
Skills
- Clean BrokerCheck / U4 record
- Bachelor's degree or equivalent experience
- Series 65, Series 66, or CFP® designation
- Life and Annuity license
- 5+ years of financial advisory or investment experience
- Strong presentation skills
- Experience working with retirement planning clients
- Minimum 3 years of experience using a CRM system
- Proficiency in Microsoft Office
- Excellent written and verbal communication abilities
- Proactive work style and strong personal ethics aligned with fiduciary responsibility
Benefits
- W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
- 401k with matching up to 13%
- United Healthcare PPO Medical employee coverage paid by Company
- Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
- Generous holidays and PTO
- 401(k) with a matching contribution up to 13%, United Healthcare PPO medical coverage for employees, paid by the company, Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options
Company Overview
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. It was founded in 2012, and is headquartered in Scottsdale, Arizona, USA, with a workforce of 51-200 employees. Its website is https://trajanwealth.com.