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New Opportunity
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Trajan Wealth LLC Opa-Locka, United StatesJob Description · Job Description · Job purpose · With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Miami area and are seeking an experienced, proven Financial Advisor. · Not only are we one of the fastest g ...
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New Opportunity
2 days ago
Trajan Wealth LLC Opa-locka, United StatesJob Description · Job DescriptionJob purpose · With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Miami area and are seeking an experienced, proven Financial Advisor. · Not only are we one of the fastest growin ...
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New Opportunity
1 week ago
Trajan Wealth LLC Miami, United StatesJob purpose · With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Miami area and are seeking an experienced, proven Financial Advisor. · Not only are we one of the fastest growing RIA firms in the country, but w ...
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New Opportunity
2 days ago
Trajan Wealth LLC Fort Lauderdale, United StatesJob Description · Job DescriptionJob purpose · With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Ft. Lauderdale/Boco Raton area and are seeking an experienced, proven Financial Advisor. · Not only are we one o ...
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New Nocturnist Opportunities
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NEW-MIAMI Opthalmology Opportunity
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New Grad Engineering Opportunities
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Private Duty Home Care Representative
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Kitchen Team Member
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Event Assistant
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Cash Processor- Warehouse
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Backhoe/mini Excavator Operator
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Financial Analyst
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Collins Aerospace Medley, United States**Date Posted**: · **Country**: · United States of America · **Location**: · HFL33: US049-Medley, FL 9100 NW 105 Circle, Medley, FL, 33178 USA · **Position Role Type**: · Onsite · This position is for a Financial Analyst professional. Executes financial analysis, research, budget ...
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Specialist in Radiation Therapy
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Nursing assistant
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Diamond Dynamics Doral, FL, United States FreelanceLocated in the heart of Reinickendorf, the green north of Berlin, is the **Vitanas Senior Center Am Schäfersee**. With the lake right outside our door and the shopping street just around the corner, our location combines peace and city life in the best possible way. Team spirit, ...
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Full Stack Developer
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Envision Physician Services Miami, FL, United StatesExcellent CRNA Opportunity at Baptist Hospital in Miami, FL-$65K Start Date Bonus and Newly Increased Compensation Package · Envision Healthcare has an Outstanding Opportunity for CRNAs (new grads welcome) to join the highly regarded Kendall Anesthesia Associates, which has been ...
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Matrix Dynamics Miramar, FL, United States Freelance**Key Responsibilities** · - Identify and prioritize potential sales opportunities and key prospects within assigned territories in Miramar, FL · - Support the sales team by initiating new client relationships and following up on new business leads · - Conduct market research · - ...
New Opportunity - Doral, United States - Trajan Wealth LLC
Description
Job purposeWith almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Miami area and are seeking an experienced, proven Financial Advisor.
Not only are we 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.
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 itOur average advisor produces $40M per year in new assets.
What Makes Us Different:
Do what you do best; meet with and sell clients who are excited to meet you.
We have an in-house marketing agency that focus on radio, seminars, digital and more.
You have a team that sets 5 to 15 prospect and client appointments per week every week.
You have an organization supporting you - Client Development, Client Services, Client Relationship Mgmt, Investment, IT, HR, and Compliance
Forget prospecting Finally do what you do best, leave the minutia to your team
Regular business hours so you can get your family and personal life back.
Turn key proven sales process and presentation that clients (and advisors) love.
We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares
Duties and 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
Qualifications
Clean Broker Check
Bachelor's degree or equivalent experience
Financial designation doesn't hurt
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
Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
Proficient in Microsoft Office
Strong interpersonal skills
Excellent written and verbal communication skills
Proactive style
Service orientation and strong code of personal ethics
Benefits
$200,000+ per year
(average)
which includes high base salary, bonus and commission income
Employee not Contractor
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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