Senior Financial Advisor

5 days ago


Carmel, United States Trajan Wealth LLC Full time
About Trajan Wealth LLC

Trajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team.

What We Offer
  • A rare and prestigious opportunity to work with a growing and prestigious firm
  • A comprehensive estate planning approach, with a full-service law firm, Trajan Estate, offering a range of services under one roof
  • A fee-only business model, ensuring that every decision is driven solely by our clients' best interests
  • A team of experienced advisors committed to delivering disciplined, objective financial planning
  • A competitive compensation package, including a high base salary, bonus, and commission income
  • A comprehensive benefits package, including 401k matching, medical, dental, and vision coverage
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
Qualifications
  • Clean Broker Check
  • Bachelor's degree or equivalent experience
  • Financial designation (CFP, Series 65, or Series 66)
  • Securities licenses/Certification (Series 65 or Series 66)
  • Life and Annuity license
  • Minimum of 7-10 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

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