Portfolio Manager (Fiduciary Advisor) - $110-150K (Total Compensation Base/Bonus
Trajan Wealth LLC, Scottsdale, AZ, United States
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.
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.
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
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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.
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.
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
#J-18808-Ljbffr