New Opportunity

3 months ago

Fort Lauderdale, United States Trajan Wealth LLC Full time
Job DescriptionJob Description

Job purpose

With almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are expanding to the Ft. Lauderdale/Boca Raton area and are seeking an experienced, proven Financial Advisor.

Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate.

We provide financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. Additionally, we solicit fixed insurance such as Fixed Index Annuity products. The decisions we make and the advice we provide are always in our client's best interest. Our disciplined and objective investment and financial planning process provides trust and the peace of mind which is so highly valued. This is what it truly means to be a fiduciary. We live it

Our average advisor produces $40M per year in new assets.

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, seminars, digital and more.
  • You have a team that sets 5 to 15 prospect and client appointments per week every week.
  • You have an organization supporting you - Client Development, Client Services, Client Relationship Mgmt, 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.

We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares


Duties and 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

Qualifications

  • Clean Broker Check
  • Bachelor's degree or equivalent experience
  • Financial designation doesn't hurt
  • 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
  • Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
  • Proficient in Microsoft Office
  • Strong interpersonal skills
  • Excellent written and verbal communication skills
  • Proactive style
  • Service orientation and strong code of personal ethics

Benefits

  • $200,000+ per year (average) which includes base salary, bonus and commission income
  • 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

  • Insurance Agent Career Opportunity

    19 hours ago

    Fort Lauderdale, Florida, United States New York Life Full time

    Job SummaryNew York Life is seeking a skilled Life Insurance Sales Agent to join our team. As a Life Insurance Sales Agent, you will play a critical role in helping our clients achieve their financial goals and secure their future.Key ResponsibilitiesDetermine new customers' insurance needs and risk profiles through in-depth consultations to deliver...

  • Unlock New Opportunities in Home Care

    19 hours ago

    Fort Lauderdale, Florida, United States AllWays Caring HomeCare Full time

    Job Summary:We are seeking dedicated and compassionate individuals to join our team as Home Care Caregivers, LPNs, RN Supervisors, and Home Care CNAs. As an employee with AllWays Caring HomeCare, you will play a crucial role in providing exceptional care to our clients in the comfort of their own homes.Responsibilities:Assist with daily living activities,...

  • New Opportunity

    2 weeks ago

    Fort Lauderdale, United States Trajan Wealth LLC Full time $200,000 - $300,000

    Job DescriptionJob DescriptionJob purposeTrajan® Wealth, with nearly $2 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint...

  • Neurology Opportunity

    3 months ago

    Fort Lauderdale, United States Trinity Health Full time

    Holy Cross Medical Group (HCMG), Holy Cross Hospital, and the Phil Smith Neuroscience Institute have a phenomenal full-time opportunity for a Board Certified or Board Eligible General Neurologist (experience in Neuromuscular or MS preferred but not required). This opportunity is located in Fort Lauderdale, Florida.The selected candidate will work within the...

  • Financial Accounting Manager

    1 week ago

    Fort Lauderdale, Florida, United States New Talent Full time

    Exciting Opportunity in Financial Management We are seeking a dedicated and experienced Financial Accounting Manager to join our dynamic team at New Talent. This role is essential as we prepare for significant growth and expansion. Position Overview:As the Financial Accounting Manager, you will play a pivotal role in overseeing daily financial operations and...

  • Primary Care Opportunity

    3 months ago

    Fort Lauderdale, United States Trinity Health Full time

    Holy Cross Medical Group is currently seeking board certified or board eligible Family Medicine, Internal Medicine, or Med-Peds physicians to join our established and new outpatient Primary Care practices located in Fort Lauderdale, Florida.Due to growth and expansion, we invite you to consider joining Holy Cross Medical Group in helping us to continue our...

  • Primary Care Opportunity

    1 week ago

    Fort Lauderdale, United States Trinity Health Full time

    Holy Cross Medical Group is currently seeking board certified or board eligible Family Medicine, Internal Medicine, or Med-Peds physicians to join our established and new outpatient Primary Care practices located in Fort Lauderdale, Florida. Due to growth and expansion, we invite you to consider joining Holy Cross Medical Group in helping us to continue our...

  • New Business Development Specialist

    3 months ago

    Fort Lauderdale, United States Sound Income Group Full time

    Job DescriptionJob DescriptionDescription:New Business Development Specialist Do you have a proven and successful track record in any of the following areas?· Financial Advisor recruiting experience · Financial services sales experience· Experience as a Financial Advisor · Developing and converting B2B leadsIf so, we want to talk to you about an...

  • Sales Director

    3 days ago

    Fort Lauderdale, Florida, United States New York Life Full time

    About the RoleNew York Life is seeking a seasoned Sales Manager to join our team. As a Sales Manager, you will be responsible for leading a team of sales professionals and driving business growth.Key ResponsibilitiesRecruit, develop, and manage a team of sales professionalsDevelop and implement sales strategies to drive business growthBuild and maintain...

  • Life Insurance Agent

    5 days ago

    Fort Lauderdale, Florida, United States New York Life Full time

    Job SummaryNew York Life is seeking a career-driven professional to work as a Life Insurance Agent. As a Life Insurance Agent, you will be responsible for meeting with clients, working together to come up with insurance and financial solutions, and maintaining long-term relationships with your clients.Key ResponsibilitiesMeet with clients to understand their...

  • New Business Outside Sales Executive

    1 week ago

    Fort Lauderdale, United States CDK Global Full time

    CDK is hiring a full-time outside Account Development Executive who enjoys bringing in new business and building new relationships. Our Account Development Executive creates business relationships exclusively in Competitive Dealership Accounts in the state of Florida. Grow new market share through conquest sales, selling the depth and breadth of CDK's...

  • Orthopedic Hand Surgery Opportunity

    3 weeks ago

    Fort Lauderdale, United States Trinity Health Full time

    Holy Cross Medical Group (HCMG) has an excellent full-time employment opportunity for a Board Certified or Board Eligible, Fellowship trained Orthopedic Hand Surgeon to join our team of 16 physicians and 10 APPs located in Fort Lauderdale, Florida. The selected Orthopedic Hand surgeon will provide coverage at the Holy Cross Orthopedic Institute and assist...

  • Orthopedic Hand Surgery Opportunity

    3 months ago

    Fort Lauderdale, United States Trinity Health Full time

    Holy Cross Medical Group (HCMG) has an excellent full-time employment opportunity for a Board Certified or Board Eligible, Fellowship trained Orthopedic Hand Surgeon to join our team of 16 physicians and 10 APPs located in Fort Lauderdale, Florida.The selected Orthopedic Hand surgeon will provide coverage at the Holy Cross Orthopedic Institute and assist...

  • Financial Services Professional

    4 days ago

    Fort Lauderdale, Florida, United States New York Life Full time

    About the RoleNew York Life is seeking a highly motivated and career-driven professional to join our team as a Financial Advisor.Key ResponsibilitiesMeet with clients to understand their insurance and financial needsDevelop and implement personalized insurance and financial solutionsMaintain long-term relationships with clientsBenefitsCompetitive...

  • Investment Consultant

    1 week ago

    Fort Lauderdale, Florida, United States New York Life Full time

    Investment Consultant New York Life & NYLIFE Securities is seeking a dedicated professional to join our team as an Investment Consultant within a prestigious Fortune 100 organization. Advantages of the Investment Consultant RoleW2 employment with a comprehensive allowance. 401(k) retirement plan Defined Pension Plan Health coverage Life insurance benefits...

  • Life Insurance Agent

    9 hours ago

    Fort Lauderdale, Florida, United States New York Life Full time

    Job Summary: We are seeking a highly motivated and career-driven professional to join our team as a Life Insurance Agent. As a Life Insurance Agent, you will have the opportunity to work with clients to develop insurance and financial solutions that meet their unique needs and goals.Key Responsibilities:Meet with clients to understand their insurance and...

  • Physician Assistant

    5 days ago

    Fort Lauderdale, United States Trinity Health Full time

    Holy Cross Medical Group is seeking to recruit a Physician Assistant to join our Urology practice located in Fort Lauderdale, FL.This position involves working with the urologists in the outpatient clinic, the hospital, and the operating room. The patient population includes male and female adults of all ages. The practice specializes in the diagnosis and...

  • Financial Services Professional

    5 days ago

    Fort Lauderdale, Florida, United States New York Life Full time

    **About the Role**New York Life is seeking a highly motivated and career-driven professional to join our team as a Financial Advisor.As a Financial Advisor, you will be responsible for meeting with clients to understand their insurance and financial needs, and working together to develop personalized solutions.**Key Responsibilities**Meet with clients to...

  • Summer 2025 Engineering Internship Opportunity

    5 days ago

    Fort Lauderdale, Florida, United States Stryker Full time

    About StrykerStryker is a global leader in medical technologies, driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics, and Spine that help improve patient and healthcare outcomes.Job SummaryWe are seeking a highly motivated and detail-oriented Engineering Intern to join our team at...

  • Summer 2025 Engineering Internship Opportunity

    4 days ago

    Fort Lauderdale, Florida, United States Stryker Full time

    About StrykerStryker is a global leader in medical technologies, driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics, and Spine that help improve patient and healthcare outcomes.Job SummaryWe are seeking a highly motivated and detail-oriented Engineering Intern to join our team at...