Trajan Wealth LLC
Account Manager (Licensed Advisor) - 60-70K base plus monthly bonus
Trajan Wealth LLC, Scottsdale, Arizona, us, 85261
Account Manager (Licensed Advisor) - 60-70K base plus monthly bonus
About Trajan Wealth
With over $2.5B in AUM and AUA, Trajan® Wealth is one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate.
We provide financial services on a fee‑only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. Additionally, we solicit fixed insurance such as Fixed Index Annuity products. The decisions we make and the advice we provide are always in our client's best interest. Our disciplined and objective investment and financial planning process provides trust and the peace of mind which is so highly valued. This is what it truly means to be a fiduciary. We live it!
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 66
Arizona Life and Annuity License
Benefits
$60-70K base salary plus commission.
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!
#J-18808-Ljbffr
We provide financial services on a fee‑only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. Additionally, we solicit fixed insurance such as Fixed Index Annuity products. The decisions we make and the advice we provide are always in our client's best interest. Our disciplined and objective investment and financial planning process provides trust and the peace of mind which is so highly valued. This is what it truly means to be a fiduciary. We live it!
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 66
Arizona Life and Annuity License
Benefits
$60-70K base salary plus commission.
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!
#J-18808-Ljbffr