- Series 65 or Series 66 or CFP
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New Opportunity
2 weeks ago
Trajan Wealth LLC Winter Park, 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 Orlando area and are seeking an experienced, proven Financial Advisor. · Not only are we one of the fastest grow ...
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New Opportunity
4 weeks ago
Trajan Wealth LLC Orlando, 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 Orlando area and are seeking an experienced, proven Financial Advisor. · Not only are we one of the fastest growing RIA firms in the country, b ...
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Surface Experts of East Orlando Orlando, United States Full timeSales Representative · Base Salary plus Unlimited Commission · Do you get excited about growing with a new business? Do you value autonomy and yet can thrive in accountability? At Surface Experts, we believe in a culture of caring for our employees and helping them succeed in lif ...
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Surface Experts of East Orlando Orlando, United StatesJob Description · Job DescriptionSales Representative · Base Salary plus Unlimited Commission · Do you get excited about growing with a new business? Do you value autonomy and yet can thrive in accountability? At Surface Experts, we believe in a culture of caring for our employee ...
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Software Development Engineer Requirement
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Barber
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Licensed Practical Nurse
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Resident Physician
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Department Manager Building Automation
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Behavior Therapist
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Inbloom Autism Services Winter Park, FL, United StatesOverview: · This posting is to secure a spot for our In-Person Hiring Event at our Winter Park Learning center on June 12th from 4:00pm to 6:00pm. We will be hiring for both our Winter Park learning center as well as for our Semoran learning center. You do NOT need an RBT certifi ...
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New Business Processor
3 days ago
Advisor Employee Services Winter Park, United StatesNew Business Processor · Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL is looking for a strong, detail-oriented New Business Processor to ensure the client acquisition proc ...
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Medical Scribe
2 days ago
Florida Cancer Specialists Winter Park, United States Full timeAt Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities, career advancement, tr ...
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New Business Processor
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Client Coordinator
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AppleOne Employment Services Winter Park, United StatesWe are looking for a Client Coordinator to work at a Law Firm in Winter Park, FL · $38,000-$40,000 range · Direct Hire role · Must be ok with small dogs in office. · As a Client Coordinator, you'll play a crucial role in the office's day-to-day operations. · Duties include: ...
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Medical Scribe
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Florida Cancer Specialists Winter Park, United States Full timeAt Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities, career advancement, tr ...
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Customer Service Specialist
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Family First Firm Winter Park, United StatesFamily First Firm is committed to delivering exceptional customer service and building long-lasting relationships with our clients. we are seeking a dedicated and enthusiastic Client Services Specialist to join our team and support our commitment to excellence in client satisfact ...
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5HQ Hub International Florida, a Division of Hub International Midwest Limited Winter Park, United States Full timeABOUT HUB INTERNATIONAL: · HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and servic ...
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Crew Member
4 days ago
Wendy's - Wiley Management Winter Park, United StatesAs a Crew Member at Wendy's... We get you. We got you. · Our food isn't one size fits all and our job opportunities aren't either. Whether you 're looking for your first job or to build a career, a lot of hours or something to keep you busy on the weekend, you're an early bird or ...
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Commercial Lines Hospitality Team Leader
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5HQ Hub International Florida, a Division of Hub International Midwest Limited Winter Park, United States Full timeDescription · The Hospitality Team Leader/Account Executive manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.Provides professional, courteous service to our clients, carrier representatives, underwrite ...
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Siemens Industry, Inc. Winter Park, United States PermanentHere at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving how we live, work, and move today and for the next generation We know that the only way a business thriv ...
New Opportunity - Winter Park, United States - Trajan Wealth LLC
Description
Job DescriptionJob 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 Orlando 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 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
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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