Job purpose
Trajan® Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor.
As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint to the vibrant Ft.
Lauderdale / Boca Raton area.
At Trajan® Wealth, we pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility.
What sets us apart is our integrated approach : alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof.
We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests.
Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.
Additionally, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients.
This holistic approach, combined with our unwavering dedication to acting in our clients' best interests, truly embodies what it means to be a fiduciary-we don't just talk about it; we live it every day.
Join us in our mission to provide exceptional financial and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan® Wealth offers the platform to do just that.
Our average advisor produces $40M per year in new assets.
What Makes Us Different :
- Do what you do best; meet with and develop a financial plans for clients who are excited to meet you.
- We have an in-house marketing agency that focus on radio, digital advertising and more.
- You have a team that sets 5 to 15 prospect and client appointments per week every week.
- You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance!
- Forget prospecting! Finally do what you do best, leave the minutia to your team!
- Regular business hours so you can get your family and personal life back.
- Turn key proven sales process and presentation that clients (and advisors) love.
We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares!
Duties and responsibilities
- Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set
- Conduct meetings with clients / potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts
- Create and implement customized financial plans / strategies to enable clients to reach their goals and objectives
Qualifications
- Clean Broker Check
- Bachelor's degree or equivalent experience
- Securities licenses / Certification - Series 65 or Series 66 or CFP
- Life and Annuity license
- Minimum of 7 to 10-years of financial investment advisor experience
- Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
- Proficient in Microsoft Office
- Strong interpersonal skills
- Excellent written and verbal communication skills
- Proactive style
- Service orientation and strong code of personal ethics
Benefits
- $200,000+ per year which includes base salary, bonus and commission income
- W2 Employee not Contractor
- 401k with matching component up 13%
- United Healthcare PPO Medical, employee premium 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
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