Financial Advisor - National Expansion

About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth 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 Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets. We are open to most US base locations (outside 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 presence, and scale a business. Advisors begin 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 engine - 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 gain 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 seminarsFull operational infrastructure: client service, CRM, investment, IT, HR, complianceA proven, repeatable sales processIntegrated 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 Lead Educational Seminars Host and present retirement and financial planning seminars within your territoryEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planningBuild trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophyConvert 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 marketServe as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local marketDevelop and grow a client base through seminars, referrals, and strategic community engagementBuild and scale a local advisory practice as part of Trajan's national expansion strategyEstablish yourself as a trusted resource for retirement, investment, tax, and estate planning within your communityConduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial pictureDesign and implement customized financial strategies that integrate investment management, tax planning, and estate considerationsHelp clients make informed decisions and remain confident in their financial future through all market environments Collaborate with Internal Teams You're supported by a machine that helps you win. Leverage Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunitiesPartner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experienceUtilize firm resources and support systems to enhance productivity, improve client outcomes, and scale Qualifications Clean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.State Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibility Benefits W2 position with $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 CompanyDelta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options availableGenerous holidays and PTOIf 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 within a true fiduciary family office model, Trajan Wealth is the company to do it with.