Associate Family Office Fiduciary Advisor - - 80-130K+ total compensation

Role Overview

Trajan Wealth is seeking a motivated and client-focused Associate Family Office Fiduciary Advisor to support the ongoing management and growth of an established client base. This role is ideal for a licensed financial professional passionate about helping clients achieve their financial goals while building a long-term career in wealth management.

Duties and responsibilities

• Maintain and strengthen relationships with an established book of clients through proactive communication and ongoing service.
• Conduct virtual, phone, and in-person meetings with clients to address questions, provide updates, and identify evolving needs.
• Perform regular review meetings and periodic check-in calls to ensure client satisfaction and engagement.
• Deliver a high-touch, fiduciary-focused client experience that builds trust and long-term loyalty.
• Client Onboarding & Service:
  • Introduce new clients to the advisory and portfolio management process.
  • Partner with Client Services to facilitate account opening, funding, and asset transfers.
  • Aid clients with account setup and provide training on the client portal and available resources.
  • Keep clients informed throughout onboarding and transfer processes to ensure a seamless experience.
• Financial Planning Support:
  • Assist in retirement planning conversations and implementation strategies.
  • Identify estate planning opportunities and coordinate introductions to estate planning attorneys.
  • Recognize tax-planning opportunities and facilitate collaboration with tax professionals as appropriate.
  • Help uncover held-away assets and opportunities for asset consolidation.
• Cross-Functional Collaboration:
  • Coordinate with internal teams to ensure clients receive comprehensive wealth management solutions.
  • Introduce clients to specialized services and subject matter experts when appropriate.
  • Support advisors and planning professionals in delivering integrated financial strategies.
  • Assist with special projects and other responsibilities as assigned.

Qualifications

• Clean U4 record.
• Bachelor's degree or equivalent professional experience.
• Active Series 65 or Series 66 securities registration.
• Active Arizona Life & Health/Annuity Insurance License.
• Strong understanding of financial markets, investment principles, and retirement planning concepts.
• Excellent interpersonal, communication, and relationship-building skills.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office and client relationship management (CRM) systems.
• Positive, proactive, and client-first mindset.

Preferred

• Previous experience in wealth management, financial services, retirement planning, or investment advisory services.
• Experience working directly with clients in a financial advisory environment.
• Interest in pursuing advanced industry credentials such as CFP®, CIMA®, CFA®, or CPA.