
Trajan Wealth LLC Jobs in United States
43 jobs at Trajan Wealth LLC in United States
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We are seeking a licensed CPA to deliver client-focused tax planning services. · This role blends technical tax expertise with consultative client interaction. · Conduct intake calls with clients to assess needs, complexity, and fit<liReview financial and tax documentation to ide ...
Scottsdale1 week ago
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As Senior Accountant at our financial advisory firm in Scottsdale you will be responsible for managing payroll expense reporting and payroll tax compliance using your analytical skills proficiency in NetSuite and Bachelor's Degree in Accounting. · Maintain accurate financial reco ...
Scottsdale6 days ago
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We are expanding our footprint in the Chicago metro area and looking for a local and experienced Fiduciary Advisor to join the team. · ...
Chicago3 weeks ago
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The Mobile App Developer is responsible for taking ownership of our wealth management mobile application, · Develop, maintain, and enhance a React Native (Expo) mobile application · Ensure reliable cross-platform performance on iOS and Android through testing and platform-specifi ...
Scottsdale1 month ago
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We are seeking a Media Director to serve as the primary architect of our media strategy across both traditional and digital channels. · Lead the media team and all aspects of media planning buying and strategy across traditional TV Radio digital Social Display Mobile Email OTT We ...
Scottsdale3 weeks ago
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We are looking for an experienced Financial Advisor in the Portland Metro area to join the team. · $200,000+ per year total compensation which includes base salary, bonus and commission income. · ...
Portland, OR2 weeks ago
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We are seeking a DevOps Software Engineer who combines technical aptitude with the right mindset to grow with our team. · Oversee the design, development, implementation, and maintenance of CRM technical solutions. · Developing and customizing Quik Forms... · ...
1 month ago
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We are seeking an experienced and detail-oriented Accountant to support day-to-day accounting operations with a strong focus on payroll, expense reporting, and payroll tax coordination. · Bachelor's Degree in Accounting or related degree program. · 5+ years of accounting experien ...
Scottsdale5 days ago
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About Trajan Wealth · With over $2.5B in assets under management, 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 wealth management with estate planning through T ...
Portland6 days ago
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About Trajan Wealth · With over $2.5B in AUM and AUA, Trajan Wealth is one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate. · Role Overview · Are you a highly data-minded digital markete ...
Scottsdale2 days ago
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Job Overview · As a Digital Marketing Campaign Specialist at Trajan Wealth, you will execute and optimize paid media strategies across multiple regions and campaign types. · Campaign Execution & Management: Take ownership of Google Ads campaigns and Meta Paid Ads. · Optimization ...
Scottsdale6 days ago
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About Trajan Wealth · With over $2.5B in AUM and AUA, Trajan Wealth is one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate. · Role Overview · Are you a highly data-minded digital marketer w ...
Scottsdale1 week ago
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We are seeking an experienced DevOps Software Engineer to join our team.This individual will play a key role in the ongoing development, deployment, and maintenance of our Creatio CRM system... · ...
Scottsdale1 month ago
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We are seeking a DevOps Software Engineer who combines technical aptitude with the right mindset to grow with our team. · Oversight the design development implementation and maintenance of CRM technical solutions. · ...
Scottsdale3 weeks ago
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About Trajan Wealth · With over $2.5B in AUM and AUA, Trajan Wealth is one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate. · We provide financial services on a fee-only basis, acting as a ...
Scottsdale1 day ago
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About Trajan Wealth · With over $2.5B in AUM and AUA, Trajan Wealth is one of the fastest growing RIA firms in the country, with offices across multiple U.S. markets. Broadcast media particularly TV and radio-is a cornerstone of our growth strategy. We invest heavily in both shor ...
Scottsdale1 week ago
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Job Description · Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. · The ideal candidate will bring strong analytical skills, organizational excellence, and the a ...
Scottsdale1 week ago
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+Job summary · We are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds and LLC documents. · +ResponsibilitiesPreparing trusts, wills, POAs, deeds, and LLCs - AZ and out-of-state · ...
Scottsdale, AZ4 weeks ago
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We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets. · ...
Scottsdale4 weeks ago
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Accountant Job Description · The ideal candidate will bring strong analytical skills, organizational excellence, and the ability to work independently in a high-volume, fast-paced environment. · Ensure timely and accurate bi-weekly payroll processing (including commissions, bonus ...
Scottsdale21 hours ago