- 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.
- 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
- 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
- $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
-
New Opportunity
2 weeks ago
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 ...
-
New Opportunity
2 weeks ago
Trajan Wealth LLC Doral, 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 ...
-
New Opportunity
2 weeks 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 ...
-
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/Boca Raton area and are seeking an experienced, proven Financial Advisor. · Not only are we one o ...
-
New Opportunity
1 week 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 ...
-
New Nocturnist Opportunities
2 weeks ago
DOCTORS CHOICE PLACEMENT SERVICES, INC. Fort Lauderdale, United StatesNew Nocturnist Opportunities (2) in Suburban Fort Lauderdale, Florida · We are seeking new graduates or experienced Internal Medicine or Family Medicine Physicians. · - Nocturnist Positions - Nights Only · - Salary upwards of $300K+ including RVU Bonuses from day 1 · - Great ...
-
NEW-MIAMI Opthalmology Opportunity
1 week ago
Paradigm Search Group Miami, FL, United StatesThis is a growth opportunity in an upscale practice setting, with state of the art facilities. Enjoy the support of a well experienced support staff, in an efficiently run practice. Consider · ~ Premier practice location in MIAMI, FL · ~ Brand new clinic site, with state of the ...
-
New Grad Engineering Opportunities
2 weeks ago
Gaumard Scientific Miami, United StatesJob Description · Job DescriptionGaumard Scientific Company, one of the world leaders in health care simulation products, is looking for recently graduated Electrical, Software, Mechanical, Biomedical, and Advanced Systems engineers (recent graduates or graduating seniors) to joi ...
-
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 · - ...
-
Outside Sales Representative
2 weeks ago
Truly Nolen of America, Inc. Opa-locka, United States**Join our team as an Outside Sales Representative** · A**re you driven, outgoing, and ready to take your career to new heights? Do you excel at building relationships and solving problems? If yes, we want to meet you** · **Why Join Us?** · - **Our Sales reps make an average of $ ...
-
Millwright
3 weeks ago
Trademark Metals Recycling LLC Opa-locka, United States**Job Details** · **Division**:Trademark Metals Recycling LLC** · **Location**:Opa Locka**, **FL**, **United States** · **Other Available Locations**:N/A** · **Best Benefits in the Business**: · - Weekly paid production bonus with unlimited earning potential · - Clearly defined c ...
-
Specialist in Neurology
2 weeks ago
Spectrum Innovations Opa-locka, United StatesAre you passionate about helping people in your medical profession and value joy in your work? · ▸ If a respectful work environment is important to you · ▸ If you are looking for a strong team and a good working atmosphere · ▸ If appreciation and recognition motivate you · ▸ ...
-
Lawyer (m/f/d) Restructuring
1 hour ago
Neptune Enterprises Opa-locka, FL, United States Freelance**Job Description**: We are Dentons - the largest global law firm in the world. Join us and help shape the "Law firm of the future". We offer diverse teams and various opportunities in a forward-thinking, exciting work environment where you can contribute your own ideas and imple ...
-
Nursing Specialists and Nursing Assistants
1 hour ago
Aurora Solutions Opa-locka, FL, United States FreelanceWe are currently seeking qualified nursing professionals and nursing assistants (m/f/d) to join our day care facility in Altendorf, Opa-locka, FL. This position is available in part-time or full-time hours). · As a young and dynamic company, we work in small, family-like teams an ...
-
Customer Service Representative
1 week ago
PS Communications Miami Gardens, United States**PS Communications **is a fast-growing business consulting firm taking over the Miami area and looking for the next great addition to our Customer Service Team. We are nationally recognized as a premier promotional provider for our renowned clients. We have expanded our telecomm ...
-
Property Manager
1 week ago
HTG Management LLC Dade City, United States**COMPANY OVERVIEW** · At HTG we are always looking for great talent, come join our TEAM. We believe in teamwork, innovation, professionalism and long-term decision-making. We recognize the need to be flexible, entrepreneurial and aggressive, both as individuals and as a company. ...
-
Entry Level Sales Assistant
2 weeks ago
M&E Florida Miami Gardens, United StatesOur company makes a constant effort to redefine the marketing strategies you may be accustomed to seeing. Due to our out-of-the-box approach, we can consistently drive unstoppable growth for our clients, which has generated recognition throughout the industry on a national level. ...
-
Community Life
1 week ago
Nspire Healthcare Miami Lakes Hialeah, United States**Looking for qualified Community Life - Activities Assistants (**Therapeutic Recreational Assistant)** to** join our team at Harts Harbor Healthcare · We are searching for a **Community Life - Activities Assistant (**Therapeutic Recreational Assistant)** to join our community th ...
-
Staffing Coordinator
1 week ago
Nspire Healthcare Miami Lakes Hialeah, United States**Looking for qualified Staffing Coordinators to join our team** · **CNA license preferred** · We are searching for a **Staffing Coordinator **to join our community that is patient and employee focused, a team builder, and excited about the opportunity to assist in building a fac ...
-
Software Engineer
1 week ago
Dell Hialeah, United States Full timeSoftware Engineer - C++ Windows Agent InternLocation: United States Remote · Secureworks (NASDAQ: SCWX) is a global cybersecurity leader that secures human progress with Secureworks TaegisTM, a SaaS-based, open XDR platform built on 20+ years of real-world detection data, securit ...
New Opportunity - Opa-locka, United States - Trajan Wealth LLC
Description
Job 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 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 it
Our average advisor produces $40M per year in new assets.
What Makes Us Different:
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
Qualifications
Benefits