QUALIFICATIONS

• Clean U4
• Bachelor’s degree or equivalent experience
• Financial designation preferred; CFP, CFA, CIMA, CPA
• Securities licenses/Certification - Series 65 or 66
• Arizona Life and Annuity License
• 3 years of financial investment advisor experience preferred
• 3 years of experience utilizing a CRM system; Salesforce preferred
• Proficient in Microsoft Office
• Strong interpersonal and analysis skills
• Excellent written and verbal communication skills
• Proactive

ROLE DESCRIPTION

The Portfolio Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. A technical understanding of the financial markets and retirement planning is a must. Strong bias toward client centric service and ability to sell additional financial products.
With over $2.5B in AUM and AUA, Trajan Wealth is 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!

DUTIES AND RESPONSIBILITIES

• Virtual and by phone meet with clients and continue to develop the relationship
• Introduce new clients to the portfolio management team and concept.
• Work with Client Services to receive funding and keep client apprised
• Fund account, communicate with client, Establish “client portal” training
• Conduct reviews and periodic “check-in” calls with clients
• Introduce benefits of other team members as needed
• Uncover Estate Planning needs and schedule Estate Appointments with attorneys
• Retirement Planning as needed
• Tax Planning as needed
• Uncover new assets and coordinate inbound transfer of assets
• Other duties as required