Trajan Wealth LLC
Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Commis
Trajan Wealth LLC, Scottsdale, Arizona, us, 85261
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Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Commission)
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Trajan Wealth LLC 1 day ago Be among the first 25 applicants Join to apply for the
Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Commission)
role at
Trajan Wealth LLC Role Description
The Portfolio 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 sell additional financial products. Role Description
The Portfolio 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 sell additional financial products.
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!
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 Financial designation preferred; CFP, CFA, CIMA, CPA Securities licenses/Certification - Series 65 or 66 Arizona Life and Annuity License 3 years of financial investment advisor experience preferred 3 years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal and analysis skills Excellent written and verbal communication skills Proactive
Benefits
Strong compensation package that is a combination of base salary plus commission. 401k with matching component up 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Trajan Wealth LLC by 2x Sign in to set job alerts for “Portfolio Manager” roles.
Scottsdale, AZ $100,000.00-$150,000.00 1 month ago Tempe, AZ $53,365.00-$77,000.00 3 days ago Phoenix, AZ $141,000.00-$165,000.00 4 days ago Phoenix, AZ $340,000.00-$380,000.00 3 days ago Tempe, AZ $95,000.00-$105,000.00 3 weeks ago Phoenix, AZ $95,000.00-$245,000.00 2 days ago Scottsdale, AZ $58,500.00-$107,900.00 1 week ago Finance Manager, Selling Partner Services
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Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Commission)
role at
Trajan Wealth LLC 1 day ago Be among the first 25 applicants Join to apply for the
Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Commission)
role at
Trajan Wealth LLC Role Description
The Portfolio 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 sell additional financial products. Role Description
The Portfolio 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 sell additional financial products.
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!
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 Financial designation preferred; CFP, CFA, CIMA, CPA Securities licenses/Certification - Series 65 or 66 Arizona Life and Annuity License 3 years of financial investment advisor experience preferred 3 years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal and analysis skills Excellent written and verbal communication skills Proactive
Benefits
Strong compensation package that is a combination of base salary plus commission. 401k with matching component up 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Trajan Wealth LLC by 2x Sign in to set job alerts for “Portfolio Manager” roles.
Scottsdale, AZ $100,000.00-$150,000.00 1 month ago Tempe, AZ $53,365.00-$77,000.00 3 days ago Phoenix, AZ $141,000.00-$165,000.00 4 days ago Phoenix, AZ $340,000.00-$380,000.00 3 days ago Tempe, AZ $95,000.00-$105,000.00 3 weeks ago Phoenix, AZ $95,000.00-$245,000.00 2 days ago Scottsdale, AZ $58,500.00-$107,900.00 1 week ago Finance Manager, Selling Partner Services
Senior Finance Manager, Phoenix Operations (Phoenix, AZ)
Director of Financial Planning & Analysis
Phoenix, AZ $100,000.00-$120,000.00 2 months ago Tempe, AZ $60,000.00-$65,000.00 3 weeks ago Manager Finance, Supply Chain & Procurement
Finance Manager, Selling Partner Financial Tech
Tempe, AZ $85,900.00-$179,500.00 2 weeks ago Scottsdale, AZ $105,000.00-$147,000.00 21 hours ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)
Phoenix, AZ $190,000.00-$225,000.00 1 week ago Automotive Finance and Insurance Manager - Camelback Hyundai KIA
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr