Financial Advisor Opportunity
24 hours ago
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 ApproachWe 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
- 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
- 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 (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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