Fiduciary Advisor - 100-150K 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 Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets. The role is a W2 position open to most US locations (outside of Arizona). Advisors aim to build a market, establish a presence, and scale a business. Advisors begin by leveraging our seminar platform to build trust, drive engagement, and generate new client relationships. Once key production milestones are achieved, they unlock Trajan’s full growth engine – including an in‑house marketing agency and client‑development teams that deliver consistent, qualified opportunities. This is a unique opportunity to build something – and then scale it with the full support of an established firm behind you. Today, the average Trajan Advisor produces approximately $40 M per year in new assets. What Makes Trajan Different In‑house marketing agency (radio, TV, seminars, digital) Dedicated client‑development team delivering even more qualified meetings per week beyond educational seminars Full operational infrastructure: client service, CRM, investment, IT, HR, compliance A proven, repeatable sales process Integrated estate and tax planning through in‑house attorneys and CPAs Duties and Responsibilities Lead Educational Seminars Host and present retirement and financial planning seminars within your territory 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 Establish and Grow a Market Act as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local market Develop and grow a client base through seminars, referrals, and strategic community engagement Build and scale a local advisory practice as part of Trajan’s national expansion strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within your community Conduct in‑depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial picture Design and implement customized financial strategies that integrate investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future through all market environments Collaborate with Internal Teams Supported by a machine that helps you win Leverage Trajan’s CRM and operational infrastructure to effectively manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high‑quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale Qualifications Clean BrokerCheck / U4 record Bachelor’s degree or equivalent experience Securities licenses/Certification – Series 65 or (7 & 66) or Professional Designation: CFP, CFA, ChFC, PFS, CIC Life and annuity license 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 Benefits W2 position with a base salary up to $150 k depending on experience plus bonus (top performers earn $300–600 k plus) 401(k) with matching up to 13 % United Healthcare PPO medical employee coverage paid by company Delta Dental, United Healthcare Vision, short‑term, long‑term, life insurance and many more voluntary options available Generous holidays and PTO Closing Statement If you’re looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with. #J-18808-Ljbffr Trajan Wealth LLC