Financial Advisor - Houston Metro - $100K Base Salary + Uncapped Performance-Based Upside

Trajan Wealth•Houston, TX

6h•Onsite

About The Position

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Houston Metro. This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business. Advisors begin by leveraging our educational 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 expand an existing footprint and then scale it with the full support of an established firm behind you. Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country, with over $3 billion in assets under management and advisement. Our fully integrated, in-house model combines fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax, all under one fiduciary standard - the Family Office.

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).
TX 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 the Houston area. 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.
Expand and Grow the Market: Serve as a lead representative of Trajan Wealth in the Houston area, 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.