Houston Fiduciary Advisor & Growth Architect

Trajan Wealth LLC; Paynes (TX); On-site; USD 100,000 - 600,000; Full time

Benefits offered by this job

Base salary $100K

Uncapped variable compensation

401k with matching up to 13%

Health insurance

Dental / Vision / Life Insurance

Paid holidays and PTO

Job summary

Trajan Wealth LLC is seeking an entrepreneurial Financial Advisor to build and scale a Houston-area advisory practice within a fiduciary family-office model. The role emphasizes educating prospective clients, converting seminars into relationships, and leveraging in-house marketing and client development teams to deliver growth.

The advisor will collaborate across planning, client service, investments, and marketing to craft integrated retirement, tax, and estate strategies, expanding the local

Qualifications

• Clean BrokerCheck / U4 record.
• Bachelor's degree or equivalent experience.
• Securities licenses/certifications as listed.
• TX Life and Annuity license.
• 5+ years of financial advisory or investment experience.
• Strong presentation skills.
• Experience with retirement planning clients.
• Minimum 3 years of CRM experience.
• Proficient in Microsoft Office.
• Excellent written and verbal communication.
• Proactive work style with fiduciary ethics.

Responsibilities

• Lead Educational Classes: host retirement and financial planning courses in the Houston area.
• Expand and Grow the Market: build local client base through seminars, referrals, and community engagement; scale the practice.
• 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

Fiduciary responsibility mindset

Education

Bachelor's degree or equivalent experience

Securities licenses/Certifications: Series 65, CFP, CFA, ChFC, PFS, CIC

TX Life and Annuity license

Tools

CRM system experience

Microsoft Office

Job description

Trajan Wealth LLC is seeking an entrepreneurial Financial Advisor to build and scale a Houston-area advisory practice within a fiduciary family-office model. The role emphasizes educating prospective clients, converting seminars into relationships, and leveraging in-house marketing and client development teams to deliver growth.

The advisor will collaborate across planning, client service, investments, and marketing to craft integrated retirement, tax, and estate strategies, expanding the local