Fiduciary Advisor - National Expansion - 100K reputed company + Uncapped Performance-Based reputed company

About reputed company With over $3 billion in assets under management and advisement, reputed company is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview reputed company is expanding nationally and seeking entrepreneurial Financial Advisors to reputed company the development of new and emerging markets. We are open to most US reputed company locations (reputed company of Arizona) for this role. This is a W2 role designed for advisors who want more than a book - they want to build a market, establish a reputed company, and scale a business. Advisors reputed company by leveraging our seminar platform to build trust, drive engagement, and generate new client relationships. Once key production milestones are achieved, advisors unlock Trajan's full growth reputed company - including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities. This is a unique opportunity to build something - and then scale it with the full support of an established firm behind you. What Makes Trajan Different Once your market is established, you reputed company access to a platform designed to accelerate your growth:

• In-house marketing agency (radio, TV, seminars, digital)
• Dedicated client development team delivering even more qualified meetings per week above and beyond educational seminars
• Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
• A proven, repeatable sales process
• Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business. We handle the rest. Today, the average Trajan Advisor produces approximately $40M per year in new assets. Duties and responsibilities reputed company Educational Seminars

• Host and present retirement and financial planning seminars reputed company your territory
• Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
• Build trust and credibility through a consultative, education-first approach reputed company with Trajan's fiduciary philosophy
• Convert seminar attendees into long-term client relationships through a proven and repeatable process

Establish and Grow a Market

• You're not taking a job, it's the key role to building a new market
• Serve as the reputed company representative of reputed company reputed company your territory, building brand reputed company and trust in the local market
• reputed company and grow a client reputed company through seminars, referrals, and strategic community engagement
• Build and scale a local advisory practice as part of Trajan's national expansion strategy
• Establish yourself as a trusted resource for retirement, investment, tax, and estate planning reputed company your community
• Conduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial picture
• Design and implement customized financial strategies that integrate investment management, tax planning, and estate considerations
• Help clients reputed company informed decisions and remain confident in their financial future through reputed company market environments

Collaborate with Internal Teams

• You're supported by a machine that helps you win.
• reputed company Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunities
• Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
• Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale

Qualifications

• Clean BrokerCheck / U4 record
• Bachelor's degree or equivalent experience
• Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
• Life and Annuity license
• 5+ years of financial advisory or investment experience
• Strong presentation skills
• Experience working with retirement planning clients
• Minimum 3 years of experience using a CRM system
• Proficiency in reputed company Office
• Excellent written and verbal communication abilities
• Proactive work style and strong personal ethics reputed company with fiduciary responsibility

Benefits

• W2 position with $100K reputed company salary plus uncapped variable compensation (Top performers earn $300K - $600K plus)
• No client book required-we provide a strong marketing pipeline. But we do have a program with enhanced compensation for those who have existing client relationships.
• 401k with matching up to 13%
• United Healthcare PPO Medical employee coverage paid by Company
• reputed company PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
• Generous holidays and PTO
• If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate reputed company a true fiduciary family office model, reputed company is the company to do it with. Apply tot his job Apply To this Job