Financial Advisor Opportunity
3 days ago
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 UsWe 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
- 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
- $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
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