Financial Advisor - Chicago, IL - $200-300K total compensation jobs in United States
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Trajan Wealth LLC · 4 hours ago

Financial Advisor - Chicago, IL - $200-300K total compensation

positionChicago, IL
timeFull-time
remoteOnsite
senioritySenior Level
money$200K/yr - $300K/yr
date7+ years exp

Trajan Wealth LLC is one of the fastest-growing Registered Investment Advisor firms in the country, managing over $2.5B in assets. They are seeking an experienced Financial Advisor to develop a client base, conduct meetings, and create customized financial plans while benefiting from a strong support team and marketing efforts.

Asset ManagementFinancial ServicesLife InsuranceRetirement
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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 licensesFinancial advisor experienceCRM system proficiencyBachelor's degreeLifeAnnuity licenseProactive styleService orientationPersonal ethicsInterpersonal skillsWritten communicationVerbal communication

Required

Clean Broker Check/U4
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or Series 66 or CFP
Life and Annuity license
Minimum of 7 to 10-years of financial investment advisor experience
Experience and knowledge of the local Chicagoland market
Minimum of 3-years of experience utilizing a CRM system
Proficient in Microsoft Office
Strong interpersonal skills
Excellent written and verbal communication skills
Proactive style
Service orientation and strong code of personal ethics

Benefits

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

Company

Trajan Wealth LLC

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Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions.
dateFounded in 2012
location
Scottsdale, Arizona, USA
people-size51-200 employees
web-link
https://trajanwealth.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jeff Junior
CEO and Independent Financial Advisor
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Shane McGreevy
Chief Operating Officer
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Recent News

PRLog
Resilience, Innovation, and Opportunities
2025-01-31
PRLog
Trajan Wealth November 2024 Market Review
2024-12-19
PRLog
Trajan Wealth October 2024 Market Review
2024-11-20
Company data provided by crunchbase