Fiduciary Advisor - National Expansion - 100K Base Uncapped Performance-Based Upside

Duties and responsibilities

• Host and present retirement and financial planning seminars within 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 aligned with Trajan's fiduciary philosophy
• Convert seminar attendees into long-term client relationships through a proven and repeatable process
• Serve as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local market
• Develop and grow a client base 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 within 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 make informed decisions and remain confident in their financial future through all market environments
• Leverage 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
• Sectors 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 Microsoft Office
• Excellent written and verbal communication abilities
• Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

• $100K base 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
• Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
• Generous holidays and PTO