Fiduciary Advisor - $100-150K Base Salary Plus Bonus
About The Position
Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets. This is a W2 role designed for advisors who want more than a book - they want 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, advisors unlock Trajan's full growth engine - including our 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.
Requirements
- Clean BrokerCheck / U4 record
- Bachelor's degree or equivalent experience
- Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (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
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: Serve 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: 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.
Benefits
- W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
- 401k with matching up to 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
Senior
Education Level
Associate degree
