Financial Advisor Opportunity

3 days ago


Boca Raton, Florida, United States Trajan Wealth LLC Full time
Job Title: Financial Advisor Opportunity

At Trajan Wealth LLC, we are seeking a seasoned Financial Advisor to join our team. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint to the vibrant Ft. Lauderdale/Boca Raton area.

About Us

We pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. Our integrated approach combines financial advisory services with a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof.

Key Responsibilities
  • Develop a client base by building lasting, meaningful relationships with leads and appointments
  • 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
Requirements
  • 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 which includes base salary, bonus, and commission income
  • W2 Employee not Contractor
  • 401k with matching component up 13%
  • United Healthcare PPO Medical, employee premium 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


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    About Hennion & WalshHennion & Walsh is a leading investment firm dedicated to providing exceptional service and innovative solutions to individual investors. Our team of experienced financial advisors is committed to helping clients achieve their financial goals and dreams through conservative income and growth strategies.Job SummaryWe are seeking highly...


  • Boca Raton, Florida, United States Evershore Financial Group Full time

    {"h1": "Unlock Your Potential as a Financial Advisor at Evershore Financial Group ","p": "Are you a motivated and ambitious individual looking to take your career to the next level? Do you have a passion for helping others achieve their financial goals? If so, we may have the perfect opportunity for you. At Evershore Financial Group, we are seeking...


  • Boca Raton, Florida, United States Corebridge Financial Full time

    **About Corebridge Financial**Corebridge Financial is a leading provider of financial planning tools and solutions for individuals and organizations. We help people make informed decisions about their financial futures and provide expert guidance on retirement planning, wealth management, and more.**The Role**We are seeking a highly skilled and motivated...


  • Boca Raton, Florida, United States Corebridge Financial Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key Responsibilities:Conduct individual and group presentations to improve awareness of plan...


  • Boca Raton, Florida, United States Corebridge Financial Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key ResponsibilitiesConduct individual and group presentations to improve awareness of plan...


  • Boca Raton, Florida, United States Evershore Financial Group Full time

    About Evershore Financial GroupWe are a dynamic and forward-thinking financial services organization dedicated to providing exceptional wealth management solutions to individuals and businesses. Our team of experienced professionals is passionate about helping clients achieve their financial goals and build a secure future.Job SummaryWe are seeking a...


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    Registered Financial Advisor Associate Are you a licensed Series 7 Financial Advisor looking to advance your career? Do you find yourself struggling with lead generation and client acquisition? Is your current role limiting your potential for success? If you resonate with any of these challenges, Hennion & Walsh could be the solution you need. Our unique...


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    Registered Financial Advisor Associate with Series 7 Certification Are you a licensed Series 7 Financial Advisor looking to advance your career? Do you find yourself hindered by a lack of leads and opportunities? Is your current position not providing the support you need to thrive? If you answered yes to any of these questions, Hennion & Walsh could be the...


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    Registered Financial Advisor Associate Are you a licensed Series 7 Financial Advisor seeking to advance your career in the financial advisory sector? Do you find yourself struggling with lead generation and client acquisition? Is your current employment hindering your professional growth? If you answered yes to any of these questions, Hennion & Walsh could...


  • Boca Raton, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesFinancial Planning and AdviceDevelop and implement comprehensive...


  • Boca Raton, Florida, United States Hennion & Walsh Full time

    About Hennion & WalshHennion & Walsh is a leading investment firm dedicated to providing exceptional service and innovative solutions to individual investors. Our team of experienced financial advisors is committed to helping clients achieve their financial goals and dreams through conservative income and growth strategies.Job SummaryWe are seeking highly...

  • Financial Advisor

    3 weeks ago


    Boca Raton, Florida, United States NFP Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to join our team at NFP. As a Wealth Advisor, you will play a critical role in helping our high net-worth clients achieve their financial goals and aspirations.Key ResponsibilitiesClient Engagement: Collaborate with other members of the team to assist with the wealth management and...


  • Boca Raton, Florida, United States Imz Financial Services Inc Full time

    Company OverviewAt IMZ Financial Services Inc., we specialize in managing financial resources and providing personalized services to individuals and corporations.Job SummaryWe are seeking a highly skilled Associate Advisor to join our team. The successful candidate will be responsible for personal financial planning, assisting with client meetings, and...

  • Tax Advisor

    2 weeks ago


    Boca Raton, Florida, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax and financial...

  • Tax Advisor

    3 weeks ago


    Boca Raton, Florida, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...


  • Boca Raton, Florida, United States The McKernan Group Full time

    Unlock Your Potential as a Client AdvisorAre you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a dynamic environment where no two days are the same? Look no further than The McKernan Group, where we empower our Client Advisors to succeed and make a lasting impact in the lives of our clients.About the...


  • Boca Raton, Florida, United States Mesirow Financial Full time

    Structured Financial Products Sales SpecialistMesirow Financial is a distinguished, employee-owned firm that excels in investment strategies, risk management, and advisory services. We are on the lookout for a seasoned sales professional in structured financial products to enhance our sales and distribution efforts. The ideal candidate will possess a robust...


  • Boca Raton, Florida, United States Citigroup Inc Full time

    Job SummaryCiti Global Wealth is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...


  • Boca Raton, Florida, United States Mesirow Financial Full time

    Sales Specialist for Structured Financial ProductsMesirow Financial is a distinguished, employee-owned firm specializing in investment management, risk assessment, and advisory solutions. We are in search of a seasoned sales specialist in structured financial products to enhance our sales efforts and broaden our distribution channels. The ideal candidate...


  • Boca Raton, Florida, United States Corebridge Financial Full time

    Welcome to Corebridge FinancialAs a prominent provider of financial advisory services across various sectors such as healthcare, education, government, and non-profit organizations, we are seeking a Retirement Plan Consultant II. In this pivotal position, you will assist plan sponsors and employees in navigating their retirement options effectively.Primary...