Senior Family Office Fiduciary Advisor for HNW Clients
Trajan Wealth LLC
Trajan Wealth LLC is seeking a client-focused Family Office Fiduciary Advisor to be the primary relationship manager for an established book of high-net-worth and retirement-focused clients. This licensed fiduciary will deliver wealth management solutions and coordinate with internal specialists from our Scottsdale headquarters. Responsibilities include client relationship management, comprehensive financial planning, estate coordination, tax-efficient strategies, and wealth preservation, with #J-18808-Ljbffr Trajan Wealth LLC
Vacancy posted 3 days ago
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