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Trajan Wealth LLC · 1 month ago

Financial Advisor - Portland, OR - 200K + total compensation base/bonus

Portland, OR

Full-time

Hybrid

Senior Level

$200K/yr - $200K/yr

7+ years exp

Trajan Wealth is one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, seeking an experienced Financial Advisor to join their team in the Portland area. The role involves meeting with clients to assess their financial needs and providing tailored financial planning services while upholding a strong commitment to fiduciary responsibility.

Asset ManagementFinancial ServicesLife InsuranceRetirement

Comp. & Benefits

Responsibilities

Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set

Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts

Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives

Qualification

Securities licenses/CertificationFinancial investment advisor experienceCRM system experienceLifeAnnuity licenseMicrosoft Office proficiencyProactive styleService orientationPersonal ethicsInterpersonal skillsWritten communicationVerbal communication