Associate Family Office Fiduciary Advisor - - $80-130K+ total compensation
About The Position
Trajan Wealth is seeking a motivated and client-focused Associate Family Office Fiduciary Advisor to support the ongoing management and growth of an established client base. This role is ideal for a licensed financial professional who is passionate about helping clients achieve their financial goals while building a long-term career in wealth management. As an Associate Family Office Fiduciary Advisor, you will serve as a trusted point of contact for clients, helping deliver an exceptional service experience while supporting investment, retirement, estate, and tax planning conversations. Working closely with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists, you will play a key role in deepening client relationships and coordinating comprehensive family office solutions. This position is based 100% onsite at our Scottsdale corporate headquarters.
Requirements
- Clean U4 record.
- Bachelor's degree or equivalent professional experience.
- Active Series 65 or Series 66 securities registration.
- Active Arizona Life & Health/Annuity Insurance License.
- Strong understanding of financial markets, investment principles, and retirement planning concepts.
- Excellent interpersonal, communication, and relationship-building skills.
- Strong organizational skills and attention to detail.
- Proficiency in Microsoft Office and client relationship management (CRM) systems.
- Positive, proactive, and client-first mindset.
Nice To Haves
- Previous experience in wealth management, financial services, retirement planning, or investment advisory services.
- Experience working directly with clients in a financial advisory environment.
- Interest in pursuing advanced industry credentials such as CFP®, CIMA®, CFA®, or CPA.
Responsibilities
- Maintain and strengthen relationships with an established book of clients through proactive communication and ongoing service.
- Conduct virtual, phone, and in-person meetings with clients to address questions, provide updates, and identify evolving needs.
- Perform regular review meetings and periodic check-in calls to ensure client satisfaction and engagement.
- Deliver a high-touch, fiduciary-focused client experience that builds trust and long-term loyalty.
- Introduce new clients to the advisory and portfolio management process.
- Partner with Client Services to facilitate account opening, funding, and asset transfers.
- Assist clients with account setup and provide training on the client portal and available resources.
- Keep clients informed throughout onboarding and transfer processes to ensure a seamless experience.
- Assist in retirement planning conversations and implementation strategies.
- Identify estate planning opportunities and coordinate introductions to estate planning attorneys.
- Recognize tax-planning opportunities and facilitate collaboration with tax professionals as appropriate.
- Help uncover held-away assets and opportunities for asset consolidation.
- Coordinate with internal teams to ensure clients receive comprehensive wealth management solutions.
- Introduce clients to specialized services and subject matter experts when appropriate.
- Support advisors and planning professionals in delivering integrated financial strategies.
- Assist with special projects and other responsibilities as assigned.
Benefits
- Strong compensation package that is a combination of base salary plus commission.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
