Financial Advisor Opportunity

2 days ago


Lady Lake, 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 into The Villages and Orlando.

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
  • 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 high 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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