Financial Advisor - Houston/Sugar Land, TX - 200k (base and bonus)
RICHMOND, TXPosted 20 days ago
Job summary
Job post source
This job is directly from Trajan Wealth LLC
Job overview
The Financial Advisor role at Trajan Wealth LLC involves managing client relationships and providing comprehensive financial and estate planning services to grow assets under management in the Houston/Sugar Land area.
Responsibilities and impact
The advisor will develop a client base through provided leads, conduct client meetings to assess financial needs, and create customized financial plans involving AUM, annuities, private equity, and trusts.
Compensation and benefits
The position offers a $200,000+ annual compensation including base salary, bonus, and commissions, W2 employment status, 401k with up to 13% matching, full medical coverage, dental, vision, life insurance options, and generous PTO and holidays.
Experience and skills
Candidates must have a clean Broker Check, a bachelor's degree or equivalent, Series 65/66 or CFP certification, life and annuity licenses, 7-10 years of financial advisory experience, CRM experience (Salesforce preferred), proficiency in Microsoft Office, and strong interpersonal and communication skills.
Career development
The company supports career growth through a team-oriented environment with marketing, client development, and compliance support, enabling advisors to focus on client engagement and sales.
Work environment and culture
Trajan Wealth LLC values fiduciary responsibility, client-first service, and work-life balance with regular business hours and a supportive team environment.
Company information
Trajan Wealth LLC is a fast-growing Registered Investment Advisor firm with over $2.5 billion in assets under management and advisement, offering integrated financial advisory and estate planning services.
Team overview
The advisor will join a team supported by client development, client services, relationship management, investment, IT, HR, and compliance departments, with an in-house marketing agency generating leads and appointments.
Job location and travel
The position is based in the Sugar Land office serving the Houston area, with no specific travel requirements mentioned.
Unique job features
Unique features include a fee-only fiduciary model, integrated estate planning under one roof, a turnkey sales process, and a strong lead generation system that eliminates prospecting duties.
Company overview
Trajan Wealth LLC is a financial services firm specializing in wealth management, retirement planning, and investment advisory services. They generate revenue through a combination of asset management fees, financial planning services, and insurance product sales. Founded by Jeff Junior, the company emphasizes fiduciary responsibility, ensuring that client interests are prioritized. Trajan Wealth has a history of leveraging technology to offer personalized financial solutions, and they are known for their educational approach, providing clients with the knowledge to make informed financial decisions.
How to land this job
Position your resume to highlight your 7-10 years of financial investment advisory experience, emphasizing your fiduciary responsibility and commitment to client-centered financial planning as described by Trajan Wealth LLC.
Emphasize your proficiency with CRM systems, especially Salesforce, along with your securities licenses such as Series 65, Series 66, or CFP, and your Life and Annuity license to align with the job requirements.
Apply through multiple channels including Trajan Wealth LLC's corporate careers page, LinkedIn job postings, and reputable financial industry job boards to maximize your application visibility.
Connect on LinkedIn with current advisors and client development team members at Trajan Wealth LLC's Houston/Sugar Land office; use ice breakers like commenting on their integrated estate planning approach or asking about their experience with the in-house marketing support and lead generation system.
Optimize your resume for ATS by incorporating keywords from the job description such as 'fiduciary responsibility,' 'financial planning,' 'CRM Salesforce,' 'client development,' 'fixed index annuities,' and 'AUM/AUA management' to pass automated screenings effectively.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts for networking, allowing you to focus more on personal preparation and interviews.
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