Seattle Financial Advisor: Grow Your Practice with In-House

Trajan Wealth LLC; Seattle (WA); Vor Ort; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

401k with matching up to 13%

Health insurance

Dental & Vision coverage

Generous holidays and PTO

Uncapped variable compensation

Zusammenfassung

Trajan Wealth is seeking an entrepreneurial Financial Advisor for the Seattle Metro area in a W2 role designed to scale a local advisory practice with full firm support behind you.

Advisors start by leveraging our educational seminar platform to build trust, engage clients, and generate relationships, before tapping Trajan's growth engine including in-house marketing and client development teams for ongoing opportunities.

Qualifikationen

• Clean BrokerCheck / U4 record.
• Bachelor's degree or equivalent experience required.
• Securities licenses/Certification - Series 65 or Series 7 & 66 or CFP/CFA/ChFC/CIC/CIMA varies by jurisdiction; 7&66 candidates may need Series 65 within 18 months.
• Washington Life and Annuity license required.
• 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.

Aufgaben

• Host and present retirement and financial planning seminars within the Seattle Metro area.
• 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 a lead representative of Trajan Wealth in the Seattle Metro area, 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.

Kenntnisse

Strong presentation skills

Excellent written and verbal comms

Proactive work style

Client-focused fiduciary mindset

Ausbildung

Bachelor's degree or equivalent experience

Series 65 or 7&66 or CFP/CFA/ChFC/CIC/CIMA certifications

Tools

CRM software experience

Microsoft Office

Jobbeschreibung

Trajan Wealth is seeking an entrepreneurial Financial Advisor for the Seattle Metro area in a W2 role designed to scale a local advisory practice with full firm support behind you.

Advisors start by leveraging our educational seminar platform to build trust, engage clients, and generate relationships, before tapping Trajan's growth engine including in-house marketing and client development teams for ongoing opportunities.