Portfolio Manager (Fiduciary Advisor) - $110-150K (Total Compensation Base/Bonus)

Trajan Wealth LLC • Scottsdale, AZ

3d • $110 - $150 • Onsite

About The Position

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.

Requirements

• Clean U4
• Bachelor's degree or equivalent experience
• Securities licenses/Certification - Series 65 or 66
• Arizona Life and Annuity License
• 3 years of financial investment advisor experience preferred
• 3 years of experience utilizing a CRM system; Salesforce preferred
• Proficient in Microsoft Office
• Strong interpersonal and analysis skills
• Excellent written and verbal communication skills
• Proactive

Nice To Haves

• Financial designation preferred; CFP, CFA, CIMA, CPA

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees