Financial Advisor - National Expansion

Trajan Wealth LLC; United States; À distance; USD 100 000 - 600 000; Plein temps

Avantages offerts par ce poste

W2 base salary + uncapped variable

Strong marketing pipeline

401k with matching up to 13%

Health, Dental, Vision insurance

Generous holidays and PTO

Résumé du poste

Trajan Wealth LLC is expanding nationally and seeks entrepreneurial Financial Advisors to lead new markets. You will host retirement and financial planning seminars, build trust, and generate new client relationships in a national expansion.

Initial focus is establishing a market through seminars and strategic community engagement, then leveraging Trajan's in-house marketing and client development teams to deliver scalable opportunities and growth.

Qualifications

• Clean BrokerCheck / U4 record
• Bachelor's degree or equivalent experience
• Securities licenses/ Certifications (Series 65 or 7/66 or CFP/CFA/ChFC/CIC/CIMA)
• State Life and Annuity license
• 5+ years financial advisory or investment experience
• Strong presentation skills
• Experience with retirement planning clients
• CRM experience (≥3 years)
• Proficiency in Microsoft Office
• Excellent written and verbal communication
• Proactive ethics aligned with fiduciary responsibility

Responsabilités

• Lead Educational Seminars in your territory
• Establish and grow a local market
• Develop client base via seminars, referrals, and community engagement
• Build and scale a local advisory practice
• Establish yourself as a trusted resource for retirement, investment, tax, and estate planning
• Conduct in-depth meetings to understand goals and financial picture
• Design and implement customized financial strategies integrating investments and tax planning
• Help clients make informed decisions across market environments

Connaissances

5+ years financial advisory experience

Strong presentation skills

Excellent written and verbal

Proactive work style

Microsoft Office proficiency

Formation

Bachelor's degree or equivalent experience

Series 65 or 7/66 or CFP/CFA/ChFC/CIC/CIMA credentials

State Life and Annuity license

Outils

CRM system experience

Microsoft Office

Description du poste

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

Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets. We are open to most US base locations (outside of Arizona) for this role.

This is a W2 role designed for advisors who want more than a book - they want to build a market, establish a presence, and scale a business.

Advisors begin by leveraging our seminar 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 build something - and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

Once your market is established, you gain access to a platform designed to accelerate your growth:

• In-house marketing agency (radio, TV, seminars, digital)
• Dedicated client development team delivering even more qualified meetings per week above and 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 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

Establish and Grow a Market

• You're not taking a job, it's the key role to building a new market
• 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

Collaborate with Internal Teams

• You're supported by a machine that helps you win.
• 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

Qualifications

• Clean BrokerCheck / U4 record
• Bachelor's degree or equivalent experience
• Securities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.
• State 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 $100K base salary plus uncapped variable compensation (Top performers earn $300K - $600K plus)
• No client book required-we provide a strong marketing pipeline. But we do have a program with enhanced compensation for those who have existing client relationships.
• 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.