Account Manager (Licensed Advisor) - $60-70K Base Salary Plus Bonus

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

The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. A technical understanding of the financial markets and retirement planning is a must. Strong bias toward client centric service and ability to explain financial products.

Note: This position would be onsite at our Scottsdale corporate office.

Duties and responsibilities

• Virtual and by phone meet with clients and continue to develop the relationship


• Introduce new clients to the portfolio management team and concept.


• Work with Client Services to receive funding and keep client apprised


• Fund account, communicate with client, Establish "client portal" training


• Conduct reviews and periodic "check-in" calls with clients


• Introduce benefits of other team members as needed


• Uncover Estate Planning needs and schedule Estate Appointments with attorneys


• Retirement Planning as needed


• Tax Planning as needed


• Uncover new assets and coordinate inbound transfer of assets


• Other duties as required

Qualifications

• Clean U4


• 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).
  


• Arizona Life and Annuity License

Benefits

• $60-70K base salary plus monthly bonus


• Future career growth opportunity.


• 401(k) with a matching contribution up to 13%.


• United Healthcare PPO medical coverage for employees, paid by the company.


• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.


• Generous holidays and PTO.

Come and join a team that is making a difference in their clients and employee's lives!