Financial Advisor - Scottsdale, AZ (Relocation Assistance Available)

Job Description

Job Description

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

At Trajan Wealth, we refer to this group of advisors as Portfolio Managers. They are responsible for maintaining and growing relationships with an assigned book of existing Trajan Wealth clients. This role requires a strong technical understanding of financial markets and retirement planning, along with a client-first mindset and the ability to identify and implement additional financial planning opportunities.

As we continue expanding nationally, we're focused on building out this team within our corporate office and are actively seeking experienced advisors who are open to relocating. Relocation packages are available for qualified candidates.

Duties and responsibilities

• Conduct virtual and in-person meetings with clients to develop a long term relationship as their trusted Fiduciary.
• 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 and Tax Services needs and schedule client appointments with our CPA's and Attorneys.
• Retirement Planning
• Uncover new assets and coordinate inbound transfer of assets
• Other duties as required

Qualifications

• Clean U4
• Bachelor's degree or equivalent experience
• Financial designation preferred; CFP, CFA, CIMA, CPA
• Securities licenses/Certification - Series 65 or (7&66)
• Arizona Life and Annuity License
• 3 years of financial investment advisor experience preferred
• 3 years of experience utilizing a CRM system
• Proficient in Microsoft Office
• Strong interpersonal and analysis skills
• Excellent written and verbal communication skills
• Proactive

Benefits

• Strong compensation package that is a combination of base salary plus monthly bonus with top earners making over $200K in total compensation.
• Relocation assistance available.
• 401k with matching component up 13%
• United Healthcare PPO Medical employee coverage 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