Trajan Wealth LLC
  • Scottsdale, AZ, USA
  • $50,000 to $65,000
  • Salary
  • Full Time

Trajan Wealth is dedicated to helping investors make sense of their current and future financial lives. As a SEC Registered Investment Advisor (RIA), we have the experience, knowledge, and dedication needed to help clients in all stages of planning as well as navigate the ever-changing economic landscape.

At Trajan Wealth, we are looking for a dedicated Financial Call Center Representative who can grow with us. The primary responsibilities of the Financial Call Center Representative will be to answer and follow up with incoming inquiries from prospects interested in our services, as well as provide scheduling and administrative support to our advisors.

The day-to-day duties would be, but not limited to:

  • Planning and prioritizing each day's activities
  • Answer incoming calls from prospects who have requested to be contacted for further information
  • Call-backs and follow-ups on previous prospect requests and inquiries no cold calling is involved in this role
  • Provide general information about our services while strictly adhering to compliance guidelines
  • Set appointments for prospects to meet with advisors
  • Maintain accurate records and follow-up procedures for prospects and clients in Salesforce CRM
  • Additional duties as and when required

Dedicated, flexible, energetic, and team-player are all qualities that come to mind for the right candidate. The right candidate will come from an appointment-setting, inbound lead generation background; possess excellent time management skills, be proactive, and have the self-discipline to work autonomously. 


  • Minimum of 1-2 years of financial investment knowledge
  • Proficient in Microsoft Office
  • Strong interpersonal skills
  • Strong written and verbal communication skills
  • Forward-thinking attitude

Availability to work weekends, if necessary. The right candidate will be rewarded with a bonus opportunity, in addition to a competitive annual base salary $50,000 to $60,000, dependent on experience.  Benefits include:

  • 401(k)
  • Medical employee portion paid for by the company
  • Dental and Vision
  • Life Insurance and Short-Term Disability options available

Come and join a team that is making a difference in their clients' and employees' lives!

Trajan Wealth LLC
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