Trajan Wealth LLC
Financial Advisor - Portland, OR - 200K total compensation base/bonus
Trajan Wealth LLC, Lake Oswego, Oregon, United States, 97034
Financial Advisor – Portland, OR / Vancouver, WA
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Financial Advisor - Portland, OR - 200K total compensation base/bonus
role at
Trajan Wealth LLC .
Job Purpose Trajan® Wealth, with over $2.5 billion in assets under management (AUM) and assets under advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest‑growing registered investment advisor (RIA) firms in the nation, we are expanding our footprint in the Portland area and looking for an Advisor to meet with clients at our Lake Oswego, OR and Vancouver, WA office locations.
We pride ourselves on growth, excellence, and fiduciary responsibility. Our integrated approach combines financial advisory services with a full‑service law firm, Trajan Estate, and an in‑house CPA group. We operate on a fee‑only basis, ensuring that every decision is driven solely by our clients’ best interests. We also offer fixed insurance solutions, including Fixed Index Annuities, to meet diverse client needs. With an average advisor producing $40 M per year in new assets, we are a place to make a meaningful impact.
What Makes Us Different
Meet and sell to clients who are excited to meet you.
Backed by an in‑house marketing agency (radio, seminars, digital, and more).
Enjoy a structured schedule with 5 to 15 prospect and client appointments per week.
Access to a full organization supporting you: Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance.
No prospecting required—focus on what you do best.
Regular business hours for work/life balance.
Proven sales process and presentation that clients and advisors love.
Duties And Responsibilities
Develop a client base by building lasting, meaningful relationships with leads we provide and appointments we set.
Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, annuities, private equity and trusts.
Create and implement customized financial plans and strategies to enable clients to reach their goals and objectives.
Qualifications
Clean Broker Check.
Bachelor’s degree or equivalent experience.
Securities licenses/Certification – Series 65 or Series 7 & 66 or CFP.
Life and annuity license.
Minimum of 7 to 10 years of financial investment advisor experience.
Minimum of 3 years of experience utilizing a CRM system; Salesforce preferred.
Proficient in Microsoft Office.
Strong interpersonal skills.
Excellent written and verbal communication skills.
Proactive style.
Service orientation and strong code of personal ethics.
Benefits
$200 K+ per year (average) which includes base salary and bonus.
W2 employee, not contractor.
401(k) with matching component up to 13 %.
United Healthcare PPO medical coverage paid by company.
Delta Dental PPO, United Healthcare Vision, short‑term, long‑term, life insurance and many voluntary options available.
Generous holidays and PTO.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Trajan Wealth LLC by 2x.
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Financial Advisor - Portland, OR - 200K total compensation base/bonus
role at
Trajan Wealth LLC .
Job Purpose Trajan® Wealth, with over $2.5 billion in assets under management (AUM) and assets under advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest‑growing registered investment advisor (RIA) firms in the nation, we are expanding our footprint in the Portland area and looking for an Advisor to meet with clients at our Lake Oswego, OR and Vancouver, WA office locations.
We pride ourselves on growth, excellence, and fiduciary responsibility. Our integrated approach combines financial advisory services with a full‑service law firm, Trajan Estate, and an in‑house CPA group. We operate on a fee‑only basis, ensuring that every decision is driven solely by our clients’ best interests. We also offer fixed insurance solutions, including Fixed Index Annuities, to meet diverse client needs. With an average advisor producing $40 M per year in new assets, we are a place to make a meaningful impact.
What Makes Us Different
Meet and sell to clients who are excited to meet you.
Backed by an in‑house marketing agency (radio, seminars, digital, and more).
Enjoy a structured schedule with 5 to 15 prospect and client appointments per week.
Access to a full organization supporting you: Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance.
No prospecting required—focus on what you do best.
Regular business hours for work/life balance.
Proven sales process and presentation that clients and advisors love.
Duties And Responsibilities
Develop a client base by building lasting, meaningful relationships with leads we provide and appointments we set.
Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, annuities, private equity and trusts.
Create and implement customized financial plans and strategies to enable clients to reach their goals and objectives.
Qualifications
Clean Broker Check.
Bachelor’s degree or equivalent experience.
Securities licenses/Certification – Series 65 or Series 7 & 66 or CFP.
Life and annuity license.
Minimum of 7 to 10 years of financial investment advisor experience.
Minimum of 3 years of experience utilizing a CRM system; Salesforce preferred.
Proficient in Microsoft Office.
Strong interpersonal skills.
Excellent written and verbal communication skills.
Proactive style.
Service orientation and strong code of personal ethics.
Benefits
$200 K+ per year (average) which includes base salary and bonus.
W2 employee, not contractor.
401(k) with matching component up to 13 %.
United Healthcare PPO medical coverage paid by company.
Delta Dental PPO, United Healthcare Vision, short‑term, long‑term, life insurance and many voluntary options available.
Generous holidays and PTO.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Trajan Wealth LLC by 2x.
#J-18808-Ljbffr