Account Manager (Licensed Advisor) - 60-70K Base Salary Plus Bonus

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 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

• Clean U4
• Bachelor's degree or equivalent experience
• Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
• Arizona Life and Annuity License

• $60-70K base salary plus monthly bonus
• 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.