Financial Advisor - Wisconsin - $100K Base Salary + Uncapped Performance-Based Upside
About The Position
Trajan Wealth is seeking Financial Advisors to expand into Wisconsin, specifically in the Milwaukee and Madison areas. This W2 role is designed for advisors who aim to open a new market, establish a strong local presence, and scale a business. Advisors will initially leverage Trajan's educational class platform to build trust and generate new client relationships. Upon achieving key production milestones, advisors will gain access to Trajan's full growth engine, including an in-house marketing agency and client development teams that provide consistent, qualified opportunities. This is a unique opportunity to open a new market and scale it with the support of an established firm.
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).
- WI 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, educating 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.
- Expand and Grow the Market: Serve as a lead representative of Trajan Wealth in Wisconsin, building brand presence and trust locally. Expand a client base through seminars, referrals, and strategic community engagement. Scale a local advisory practice as part of Trajan's national growth strategy. Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community. Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture. Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations. Help clients make informed decisions and remain confident in their financial future across all market environments.
- Collaborate with Internal Teams: Leverage Trajan's CRM and operational infrastructure to 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 your practice.
Benefits
- W2 position with a $100K base salary plus uncapped variable compensation.
- 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
