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 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.

Note: This position would be 100% onsite at our Scottsdale corporate office. Relocation assistance available. 

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 (7&66)
• Arizona Life and Annuity License
• 3 years of financial investment advisor experience preferred
• 3 years of experience utilizing a CRM system
• 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.
• Relocation assistance available. 
• 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