Financial Advisor Opportunity

24 hours ago


Tampa FL USA, United States Trajan Wealth LLC Full time
About Trajan Wealth LLC

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

Our Approach

We pride ourselves on a 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. We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests.

What We Offer
  • A platform to make a meaningful impact in the financial services industry
  • A team that supports you in meeting with and selling clients who are excited to meet you
  • An in-house marketing agency that focuses on radio, seminars, digital, and more
  • A proven sales process and presentation that clients and advisors love
  • Regular business hours so you can get your family and personal life back
Responsibilities
  • Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set
  • 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
  • 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 base salary, bonus, and commission income
  • W2 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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