Senior Financial Advisor
4 weeks ago
Trajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in the Carmel, IN area. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a rare and prestigious opportunity for a seasoned professional.
We pride ourselves on our commitment to excellence and fiduciary responsibility. Our integrated approach combines financial advisory services with comprehensive estate planning under one roof, through our affiliated law firm, Trajan Estate. We operate on a fee-only basis, ensuring that every decision is driven solely by our clients' best interests.
As a Financial Advisor with Trajan Wealth, you will have the opportunity to work with a team that supports you in meeting with and selling clients who are excited to meet you. Our in-house marketing agency focuses on radio, seminars, digital, and more, while our Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance teams provide a comprehensive support system.
Key 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
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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