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New Opportunity

2 months ago

Tampa, United States Trajan Wealth LLC Full time

Job purpose

With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary 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

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

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