Fiduciary Advisor - Houston Metro - 100K Base Uncapped Performance-Based Upside

Duties And Responsibilities

• Lead Educational Seminars
• Host and present retirement and financial planning seminars within the Houston area.
• Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning.
• Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy.
• Convert seminar attendees into long-term client relationships through a proven and repeatable process.
• Expand and Grow the Market
• Serve as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally.
• Expand a client base through seminars, referrals, and strategic community engagement.
• Scale a local advisory practice as part of Trajan's national growth strategy.
• Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community.
• Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture.
• Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations.
• Help clients make informed decisions and remain confident in their financial future across all market environments.
• Collaborate with Internal Teams
• Utilize Trajan's CRM and operational infrastructure to 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 your practice.

Qualifications

• Clean BrokerCheck / U4 record
• Bachelor's degree or equivalent experience
• Securities licenses/Certification - Series 65 or (7&66)
• Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
• TX 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 Microsoft Office
• Excellent written and verbal communication abilities
• Proactive work style and strong personal ethics aligned with fiduciary responsibility