Family Office Fiduciary Advisor — Client-First Wealth Growth

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Base salary + commission

Relocation assistance

401(k) with 13% match

Health insurance (UnitedHealthcare PPO

Dental & Vision coverage

Life insurance and voluntary options

Generous holidays and PTO

Job summary

Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base in our Scottsdale headquarters. You will work with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists to deliver integrated wealth-management solutions.

The role emphasizes fiduciary client service, coordination of investment, retirement, estate, and tax planning conversations, and collaboration across teams to deepen client

Qualifications

• U4 clean record.
• Bachelor's degree or equivalent professional experience.
• Active Series 65 or 66 securities registration.
• Active Arizona Life & Health/Annuity Insurance License.
• Strong understanding of financial markets and retirement planning concepts.
• Excellent interpersonal and communication skills.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office and CRM systems.

Responsibilities

• Maintain and strengthen relationships with an established book of clients through proactive communication and ongoing service.
• Conduct virtual, phone, and in-person meetings with clients to address questions and evolving needs.
• Perform regular review meetings and check-in calls to ensure client satisfaction and engagement.
• Deliver fiduciary-focused client experience that builds trust and long-term loyalty.
• Introduce new clients to advisory and portfolio management processes.
• Coordinate account openings, funding, and asset transfers with Client Services.

Skills

Interpersonal skills

Communication

Relationship-building

Organizational skills

CRM proficiency

MS Office

Attention to detail

Client-first mindset

Education

Bachelor's degree or equivalent professional experience

Series 65/66 registration

Arizona Life & Health/Annuity License

Tools

CRM systems

Microsoft Office

Job description

Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base in our Scottsdale headquarters. You will work with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists to deliver integrated wealth-management solutions.

The role emphasizes fiduciary client service, coordination of investment, retirement, estate, and tax planning conversations, and collaboration across teams to deepen client