Account Manager (Licensed Advisor) - $60-70K Base Salary Plus Bonus

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 The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. A technical understanding of the financial markets and retirement planning is a must. Strong bias toward client centric service and ability to explain financial products. Note: This position would be onsite at our Scottsdale corporate office. Duties and responsibilities Virtual and by phone meet with clients and continue to develop the relationship Introduce new clients to the portfolio management team and concept. Work with Client Services to receive funding and keep client apprised Fund account, communicate with client, Establish "client portal" training Conduct reviews and periodic "check-in" calls with clients Introduce benefits of other team members as needed Uncover Estate Planning needs and schedule Estate Appointments with attorneys Retirement Planning as needed Tax Planning as needed Uncover new assets and coordinate inbound transfer of assets Other duties as required Qualifications Clean U4 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). Arizona Life and Annuity License Benefits $60-70K base salary plus monthly bonus Future career growth opportunity. 401(k) with a matching contribution up to 13%. United Healthcare PPO medical coverage for employees, paid by the company. Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options. Generous holidays and PTO. Come and join a team that is making a difference in their clients and employee's lives! #J-18808-Ljbffr