Senior Financial Advisor

4 weeks ago


Tampa, Florida, United States Trajan Wealth LLC Full time

At Trajan Wealth LLC, we're seeking a seasoned Financial Advisor to join our team and help us deliver exceptional financial and estate planning services to our clients.


Our Approach:

We take a holistic approach to financial planning, combining our financial advisory services with comprehensive estate planning under one roof through our in-house law firm, Trajan Estate.

Our advisors are committed to delivering disciplined, objective financial planning that inspires trust and provides peace of mind for our clients.

We're looking for an experienced Financial Advisor who can help us build lasting relationships with our clients and help them achieve their financial goals.


Key Responsibilities:
  • 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
  • Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set

Requirements:

Bachelor's degree or equivalent experience

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

W2 Employee not Contractor


Benefits:

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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