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Job description
About Trajan Wealth
nWith over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
nWhat 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.
nWe don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
nRole Overview
nTrajan Wealth is seeking a motivated and client-focused Associate Family Office Fiduciary Advisor to support the ongoing management and growth of an established client base. This role is ideal for a licensed financial professional who is passionate about helping clients achieve their financial goals while building a long-term career in wealth management.
nAs an Associate Family Office Fiduciary Advisor, you will serve as a trusted point of contact for clients, helping deliver an exceptional service experience while supporting investment, retirement, estate, and tax planning conversations. Working closely with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists, you will play a key role in deepening client relationships and coordinating comprehensive family office solutions.
nThis position is based 100% onsite at our Scottsdale corporate headquarters.
Duties and responsibilities
nClient Relationship Management
nnMaintain and strengthen relationships with an established book of clients through proactive communication and ongoing service.
nConduct virtual, phone, and in-person meetings with clients to address questions, provide updates, and identify evolving needs.
nPerform regular review meetings and periodic check-in calls to ensure client satisfaction and engagement.
nDeliver a high-touch, fiduciary-focused client experience that builds trust and long-term loyalty.
n nClient Onboarding & Service
nnIntroduce new clients to the advisory and portfolio management process.
nPartner with Client Services to facilitate account opening, funding, and asset transfers.
nAssist clients with account setup and provide training on the client portal and available resources.
nKeep clients informed throughout onboarding and transfer processes to ensure a seamless experience.
n nFinancial Planning Support
nnAssist in retirement planning conversations and implementation strategies.
nIdentify estate planning opportunities and coordinate introductions to estate planning attorneys.
nRecognize tax-planning opportunities and facilitate collaboration with tax professionals as appropriate.
nHelp uncover held-away assets and opportunities for asset consolidation.
n nCross-Functional Collaboration
nnCoordinate with internal teams to ensure clients receive comprehensive wealth management solutions.
nIntroduce clients to specialized services and subject matter experts when appropriate.
nSupport advisors and planning professionals in delivering integrated financial strategies.
nAssist with special projects and other responsibilities as assigned.
n nWhat Success Looks Like
nThe ideal candidate is a relationship-driven fiduciary who combines technical financial expertise with exceptional client service. You thrive in a collaborative environment, proactively identify planning opportunities, and are passionate about helping clients achieve financial confidence through comprehensive wealth management solutions.
nAt Trajan Wealth, we believe relationships come before transactions. Our Family Office Fiduciary Advisors are trusted partners who help clients navigate life's most important financial decisions with confidence and clarity.
nQualifications
nnClean U4 record.
nBachelor's degree or equivalent professional experience.
nSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.
nActive Arizona Life & Health/Annuity Insurance License.
nStrong understanding of financial markets, investment principles, and retirement planning concepts.
nExcellent interpersonal, communication, and relationship-building skills.
nStrong organizational skills and attention to detail.
nProficiency in Microsoft Office and client relationship management (CRM) systems.
nPositive, proactive, and client-first mindset.
n nPreferred
nnPrevious experience in wealth management, financial services, retirement planning, or investment advisory services.
nExperience working directly with clients in a financial advisory environment.
nInterest in pursuing advanced industry credentials such as CFP®, CIMA®, CFA®, or CPA.
n nBenefits
nnStrong compensation package that is a combination of base salary plus commission.
nRelocation assistance available.
n401k with matching component up 13%
nUnited Healthcare PPO Medical employee coverage paid by Company
nDelta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
nGenerous holidays and PTO
n n.
nCome and join a team that is making a difference in their clients and employee's lives!
Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.