About this opportunity
Trajan Wealth LLC lists this Fiduciary Advisor - Houston Metro opportunity in paynes, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Houston Metro.
This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.
Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.
Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.
What Makes Trajan Different
As your market expands, you gain access to a platform designed to accelerate your growth:
In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs
You focus on meeting clients and closing business.
We handle the rest.
Today, the average Trajan Advisor produces approximately $40M per year in new assets.
Duties and Responsibilities
Lead Educational Classes
Host and present retirement and financial planning courses within the Houston area.
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert course attendees into long-term client relationships through a proven and repeatable process
Expand and Grow the Market
Serve as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally
Expand a client base through seminars, referrals, and strategic community engagement
Scale a local advisory practice as part of Trajan's national growth strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
Help clients make informed decisions and remain confident in their financial future across all market environments
Collaborate with Internal Teams
You're supported by a platform built to help you win.
Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities
Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice
Qualifications
Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
TX Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility
Benefits
W2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
401k with matching up to 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
If you're good with clients, this will be your last U4 application.
If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.