[Remote] Financial Advisor - National Expansion - $100K Base Salary + Uncapped Performance-Based Upside

Note: The job is a remote job and is open to candidates in USA. Trajan Wealth LLC is one of the fastest-growing Registered Investment Advisor firms in the country, managing over $3 billion in assets. They are seeking entrepreneurial Financial Advisors to lead the development of new markets, leveraging seminars and in-house resources to build client relationships and scale their advisory practices.ResponsibilitiesHost and present retirement and financial planning seminars within your territoryEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planningBuild trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophyConvert seminar attendees into long-term client relationships through a proven and repeatable processServe as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local marketDevelop and grow a client base through seminars, referrals, and strategic community engagementBuild and scale a local advisory practice as part of Trajan's national expansion strategyEstablish yourself as a trusted resource for retirement, investment, tax, and estate planning within your communityConduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial pictureDesign and implement customized financial strategies that integrate investment management, tax planning, and estate considerationsHelp clients make informed decisions and remain confident in their financial future through all market environmentsLeverage Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunitiesPartner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experienceUtilize firm resources and support systems to enhance productivity, improve client outcomes, and scaleSkillsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSeries 65, Series 66, or CFP® designationLife and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)401k with matching up to 13%United Healthcare PPO Medical employee coverage paid by CompanyDelta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options availableGenerous holidays and PTO401(k) with a matching contribution up to 13%, United Healthcare PPO medical coverage for employees, paid by the company, Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary optionsCompany OverviewTrajan Wealth helps our clients prepare for retirement with custom wealth management solutions. It was founded in 2012, and is headquartered in Scottsdale, Arizona, USA, with a workforce of 51-200 employees. Its website is https://trajanwealth.com.