Fiduciary Advisor - Wisconsin

Trajan Wealth LLC; Milwaukee (WI); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

$100K base salary

Uncapped variable compensation

401k with 13% match

Health insurance

Dental & Vision

Life Insurance

Holidays and PTO

Job summary

Trajan Wealth LLC is expanding into Wisconsin and seeking Financial Advisors in Milwaukee and Madison. This W2 role helps you establish a local presence, grow through educational seminars, and scale with in-house marketing and client development teams.

You’ll start by building trust and relationships using our education-first platform. As milestones are met, you gain access to Trajan's growth engine and full infrastructure, including estate/tax planning and a proven sales process, with ongoing

Qualifications

• Bachelor's degree or equivalent experience.
• Clean BrokerCheck / U4 record.
• WI Life and Annuity license.
• 5+ years of financial advisory or investment experience.
• Securities licenses/Certification: Series 65 or (7&66) or CFP/CFA/ChFC/PFS/CIC.

Responsibilities

• Lead Educational Seminars: host and present retirement and financial planning seminars.
• Expand and Grow the Market: build brand locally and grow client base through seminars and referrals.
• Collaborate with Internal Teams: work with planning, client service, investment, and marketing to deliver a seamless client experience.

Skills

Strong presentation skills

Excellent written and verbal comms

Proactive work style

Education

Bachelor's degree or equivalent experience

Tools

CRM system

Microsoft Office

Job description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

We're looking to expand into Wisconsin and are looking to hire Financial Advisors in the Milwaukee and Madison areas.

This is a W2 role designed for advisors who want more than a book, they want to open a new market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational class platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to open a new market and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

• In-house marketing agency (radio, TV, seminars, digital)
• Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
• Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
• A proven, repeatable sales process
• Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties And Responsibilities

Lead Educational Seminars

• Host and present retirement and financial planning seminars.
• 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

Expand and Grow the Market

• Serve as a lead representative of Trajan Wealth in Wisconsin, building brand presence and trust locally
• Expand a client base through seminars, referrals, and strategic community engagement
• Scale a local advisory practice as part of Trajan's national growth strategy
• Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
• Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
• Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
• Help clients make informed decisions and remain confident in their financial future across all market environments

Collaborate with Internal Teams

• You're supported by a platform built to help you win.
• Leverage Trajan's CRM and operational infrastructure to 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 your practice

Qualifications

• Clean BrokerCheck / U4 record
• Bachelor's degree or equivalent experience
• Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
• WI 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 $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
• 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
• If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.