Financial Advisor - Frisco / Southlake, TX - $200k+ total compensation base / bonus

Job purpose

Trajan® Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint in the DFW area and looking for an Advisor to meet with clients at our Frisco and Southlake office locations.

At Trajan® Wealth, we pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. What sets us apart is our integrated approach : alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof.

We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.

Additionally, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach, combined with our unwavering dedication to acting in our clients' best interests, truly embodies what it means to be a fiduciary-we don't just talk about it; we live it every day.

Join us in our mission to provide exceptional financial and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan® Wealth offers the platform to do just that.

Our 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 Management, 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!

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