Trajan Wealth LLC · 1 month ago
Account Manager (Licensed Advisor) - $60-70K plus bonus
18700 N Hayden Rd ste 470, Scottsdale, AZ 85255, USA
Full-time
Onsite
Mid Level
$60K/yr - $70K/yrTrajan Wealth LLC is one of the fastest growing RIA firms in the country, offering financial services as a fiduciary for their clients. The Account Manager is responsible for maintaining relationships with an established book of clients, providing financial advice, and coordinating with the portfolio management team.
Asset ManagementFinancial ServicesLife InsuranceRetirement
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
Qualification
Required
Clean U4
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or 66
Arizona Life and Annuity License
Benefits
401(k) with a matching contribution up to 13%
United Healthcare PPO medical coverage for employees, paid by the company
Delta Dental PPO
United Healthcare Vision
Short Term Disability
Long Term Disability
Life Insurance
Many more voluntary options
Generous holidays and PTO
Company
Trajan Wealth LLC
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Junior
CEO and Independent Financial Advisor
Shane McGreevy
Chief Operating Officer
Recent News
2025-01-31
2024-12-19
2024-11-20
Company data provided by crunchbase