Family Office Fiduciary Advisor - $120-180K+ total compensation
About The Position
Trajan Wealth is seeking an experienced, client-focused Family Office Fiduciary Advisor to serve as the primary relationship manager for an established book of high-net-worth and retirement-focused clients. This role is designed for a licensed fiduciary professional who is passionate about delivering comprehensive wealth management solutions and developing long-term client relationships. The Family Office Fiduciary Advisor acts as a trusted partner to clients, providing guidance across investment management, retirement planning, estate planning coordination, tax-efficient strategies, and wealth preservation. Working closely with our internal specialists, you will help clients navigate important financial decisions while identifying opportunities to expand and deepen relationships through our family office platform. This position is based 100% onsite at our Scottsdale corporate headquarters.
Requirements
- Active Series 65 or Series 7 & 66 securities registration.
- Active Arizona Life & Health/Annuity Insurance License.
- Clean U4 record.
- Bachelor's degree or equivalent professional experience.
- Minimum 3 years of financial advisor, wealth management, or investment advisory experience.
- Experience managing client relationships and delivering financial planning recommendations.
- Proficiency with CRM systems and Microsoft Office Suite.
- Exceptional interpersonal, analytical, and communication skills.
- Strong organizational skills with a proactive, client-first mindset.
Nice To Haves
- CFP®, CFA®, CIMA®, CPA, or other advanced financial designation.
- Experience serving high-net-worth clients and retirees.
- Background in comprehensive financial planning, estate planning coordination, and tax-aware wealth strategies.
- Experience working within a fiduciary or family office environment.
Responsibilities
- Serve as the primary advisor for an established book of clients, delivering an exceptional fiduciary experience.
- Conduct virtual, phone, and in-person meetings to strengthen client relationships and address evolving financial needs.
- Lead ongoing client review meetings and proactive outreach campaigns.
- Provide education and guidance regarding investment strategies, retirement planning, and wealth preservation.
- Develop and implement comprehensive financial planning recommendations.
- Assist clients with retirement income planning and distribution strategies.
- Identify opportunities for asset consolidation and coordinate inbound transfers.
- Collaborate with investment management teams to ensure portfolios remain aligned with client goals and objectives.
- Identify estate planning needs and coordinate introductions with estate planning attorneys.
- Recognize tax-planning opportunities and collaborate with internal tax professionals.
- Introduce clients to specialized service offerings and subject matter experts across the organization.
- Facilitate new account establishment, funding, onboarding, and client portal adoption.
- Partner with Client Services to ensure seamless account transitions and funding processes.
- Maintain consistent communication regarding account status, planning initiatives, and service updates.
- Deliver a proactive, white-glove service experience that enhances client satisfaction, retention, and referrals.
- Discover additional planning opportunities within existing client relationships.
- Identify held-away assets and opportunities to expand advisory relationships.
- Generate referrals through exceptional service and trusted client relationships.
- Support firm growth initiatives and other responsibilities as assigned.
Benefits
- Strong and uncapped compensation package that is a combination of base salary plus bonus.
- 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
Mid Level
