Financial Advisor - Portland, OR - $200-300K total compensation
About The Position
With over $2.5B in assets under management, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model, combining wealth management with estate planning through Trajan Estate and tax services through Trajan Tax. We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the responsibility that comes with fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides lasting peace of mind. In addition, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach-paired with our unwavering commitment to acting in our clients' best interests-truly embodies what it means to be a fiduciary. We don't just talk about it; we live it every day. Join us in our mission to provide exceptional financial, tax, and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan® Wealth offers the platform to do just that. As a fiduciary firm, every member of the Trajan team takes this responsibility seriously and is dedicated to providing thoughtful, objective guidance that supports our clients' long-term financial success. Role Overview We are looking for an experienced Financial Advisor in the Portland Metro area to join the team. What Makes Us Different: Do what you do best; meet with and sell clients who are excited to meet you. We have an in-house marketing agency that focus on radio, TV, seminars, digital and more. You have a team that sets up 5 to 15 prospect and client appointments per week every week. You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance! Forget prospecting! Finally do what you do best, leave the minutia to your team! Regular business hours so you can get your family and personal life back. Turn key proven sales process and presentation that clients (and advisors) love. Our average Advisor produces $40M per year in new assets. We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares!
Requirements
- Clean Broker Check/U4
- Bachelor's degree or equivalent experience
- Securities licenses/Certification - Series 65 or Series 66 or CFP
- Life and Annuity license
- Minimum of 7 to 10-years of financial investment advisor experience
- Experience and knowledge of the local Chicagoland market
- Minimum of 3-years of experience utilizing a CRM system
- Proficient in Microsoft Office
- Strong interpersonal skills
- Excellent written and verbal communication skills
- Proactive style
- Service orientation and strong code of personal ethics
Responsibilities
- Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set
- Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts
- Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives
Benefits
- $200,000+ per year total compensation (average) which includes base salary, bonus and commission income.
- W2 Employee not Contractor
- 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
