- Series 65 or 66
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New Opportunity
2 weeks ago
Trajan Wealth Scottsdale, United States**Job purpose** · **Duties and responsibilities** · - Provide HR support and guidance to employees and managers · - Manage employee relations issues, including investigations and resolution · - Develop and implement HR policies and procedures · - Conduct training sessions on HR-r ...
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New Opportunity
3 days ago
Trajan Wealth Scottsdale, United States**Job purpose** · **Duties and responsibilities** · - Implement HR strategies that align with business objectives · - Provide HR support and guidance to employees and managers · - Manage employee relations issues, including investigations and resolution · - Develop and implement ...
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New Opportunity
1 week ago
Trajan Wealth LLC Scottsdale, United StatesJob Description · Job DescriptionJob Purpose · Join a thriving team at Trajan Wealth, where growth, excellent leadership, and a fun work environment come together · We are looking for an experienced Communication Specialist with at least 8 years of direct-to-consumer marketing ex ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · We are seeking a successful Corporate Finance Specialist who is exceptionally detail-oriented and highly organized, with strong problem-solving and analytical skills. This individual will work independently to ensure the timely and accurate entry of financial trans ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · Our company is driven to help others succeed in reaching their financial goals, and we're seeking a new marketing director to help us in that mission. The marketing director will bring a mix of marketing expertise, business acumen, and creativity to the role. We're ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob Description · Job DescriptionJob Purpose · If you are looking for an opportunity with a growing company, great leadership and fun co-workers, Trajan Wealth is the company for you · We are seeking an experienced Marketing Copywriter/Editor with a minimum of 10 years of direct- ...
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New Opportunity
1 week ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · The Trajan Marketing department is seeking an entry-level Marketing Coordinator to join our team. This role provides essential support to marketing efforts regarding events, client communications, presentations, and basic graphic design. · To be successful in this ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesNew Opportunity - Talent Acquisition Specialist/Recruiter -80k to 100k DOE · Job Summary Join an organization that is fast growing with a great culture We not only work hard, but we have a lot of fun As an "onsite" Talent Acquisition Specialist/Recruiter, you will be responsible ...
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New Opportunity
1 week ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · If you are looking for a Marketing role that fosters creativity and collaborative environment, Trajan Wealth is looking to grow our fun, dynamic team by adding a Marketing Event Specialist. · As the Trajan Wealth Specialist for our Marketing team, you will be provi ...
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New Opportunity
2 weeks ago
Money Fit by DRS Scottsdale, United StatesJob Summary · Join an organization that is fast growing with a great culture We not only work hard, but we have a lot of fun · As an "onsite" Talent Acquisition Specialist/Recruiter, you will be responsible for the end-to-end recruitment process. This "hands-on/roll-up your sleev ...
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New Opportunity
3 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · As the Website Designer & Developer for Trajan Wealth, your role involves creating and maintaining our multiple websites. Your background in design and expertise in web development make you a valuable asset with a fresh perspective. You are interested in user behav ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesRole Description · The Portfolio Manager is a Fiduciary Advisor who work 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 planni ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · We are seeking an experienced HR Business Partner to join our team at Trajan Wealth. The ideal candidate will have at least 5 years of HR experience, preferably with experience in financial services. · The HR Business Partner will work closely with the HR team and ...
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New Opportunity
3 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob Description · Job Description · Job purpose · We are seeking an experienced HR Business Partner to join our team at Trajan Wealth. The ideal candidate will have at least 5 years of HR experience, preferably with experience in financial services. · The HR Business Partner wi ...
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New Opportunity
3 days ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · We are seeking a successful Corporate Finance Specialist who is exceptionally detail-oriented and highly organized, with strong problem-solving and analytical skills. This individual will work independently to ensure the timely and accurate entry of financial trans ...
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New Opportunity
1 week ago
Trajan Wealth LLC Scottsdale, United StatesJob purpose · The Trajan Marketing department is seeking an entry-level Marketing Coordinator to join our team. This role provides essential support to marketing efforts regarding events, client communications, presentations, and basic graphic design. · To be successful in this p ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob purposeThe Trajan Marketing department is seeking an entry-level Marketing Coordinator to join our team. This role provides essential support to marketing efforts regarding events, client communications, presentations, and basic graphic design.To be successful in this positio ...
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New Opportunity
2 weeks ago
Trajan Wealth LLC Scottsdale, United StatesJob Description · Job DescriptionJob purpose · The Trajan Marketing department is seeking an entry-level Marketing Coordinator to join our team. This role provides essential support to marketing efforts regarding events, client communications, presentations, and basic graphic des ...
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New Opportunity
1 week ago
Trajan Wealth LLC Scottsdale, United StatesJob Description · Job DescriptionJob purpose · We are seeking a successful Corporate Finance Specialist who is exceptionally detail-oriented and highly organized, with strong problem-solving and analytical skills. This individual will work independently to ensure the timely and a ...
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New Opportunity
1 week ago
Trajan Wealth LLC Scottsdale, United StatesJob Description · Job DescriptionJob purpose · If you are looking for a Marketing role that fosters creativity and collaborative environment, Trajan Wealth is looking to grow our fun, dynamic team by adding a Marketing Event Specialist. · As the Trajan Wealth Specialist for our ...
New Opportunity - Scottsdale, United States - Trajan Wealth LLC
Description
Job DescriptionJob Description
Role Description
The Portfolio Manager is a Fiduciary Advisor who work 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.With almost $2B 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 fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. Additionally, we solicit fixed insurance such as Fixed Index Annuity products. The decisions we make and the advice we provide are always in our client's best interest.Our disciplined and objective investment and financial planning process provides trust and the peace of mind which is so highly valued.
This is what it truly means to be a fiduciary. We live itDuties and 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
Qualifications
Clean U4
Bachelor's degree or equivalent experience
Financial designation preferred; CFP, CFA, CIMA, CPA
Securities
licenses/Certification
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
Benefits
Strong compensation package.
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
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