Trajan Wealth LLC
  • Dallas, TX, USA
  • $72,000 to $96,000
  • Base + Commission
  • Full Time

Company Overview:

 Are you sick of prospecting, networking and getting involved in the "next best thing" that your IMO tries to push on you?

Trajan Wealth LLC is a fast paced, growing organization and is seeking a full-time Financial Advisor who is passionate about exceeding their client's goals.  

At Trajan Wealth LLC, we take a strategic approach to building and protecting our clients' wealth and prosperity through customized solutions, financial education, personal attention and honest communication.

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, as an OBA, we solicit fixed insurance such as FIA 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!

Learn from one of the, if not the largest single independent producer on the planet! Our proven business model has led to over $250,000,000 in new business this year alone. We want you to be part of this! Our average advisor produces over $20,000,000 in new business per year.

What Makes Us Different:

  • Do what you do best; sit down with prospects and clients and develop relationships
  • Leave the marketing and lead gen to us. We have an in-house agency that focus on radio, seminars, digital and more all done for you - No public speaking necessary.
  • 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 Relations, Investment, IT, HR, Compliance and your own administrative assistant in your office to support you!
  • Forget prospecting! Build relationships!
  • Regular business hours so you can get your family and personal life back.
  • No need to process and follow up on your own business we have internal operations that will do it for you. Don't have time to call your leads... no worry, we do it for you. No time to reach out and schedule reviews, NO WORRY, we do it for you!
  • Turn key proven sales process and presentation that clients (and advisors) love.
  • Build a six-digit recurring revenue stream without spending any of your own money.
  • Our firm is Dave Ramsey SmartVestor Pro

Sit down with prospects we provide, in an office we provide, using an assistant we provide, add them as a client using a proven sales process we provide, utilizing operational and client relations support we provide. Repeat, then repeat again and again and... You get our point.

Get on the fast track to a true career and off the roller coaster of commissions and jumping from IMO to IMO.

Primary Responsibilities:

  • Develop your client base by building lasting, meaningful relationships
  • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives
  • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives

Qualifications:

  • Clean Broker Check
  • Bachelor's degree or equivalent experience
  • Financial designation doesn't hurt
  • Securities licenses/Certification - Series 65 or Series 66 or CFP
  • Texas Life and Annuity license
  • Minimum of 3-years of financial investment advisor experience
  • Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
  • Proficient in Microsoft Office
  • Strong interpersonal skills
  • Excellent written and verbal communication skills
  • Proactive style
  • Service orientation and strong code of personal ethics

Compensation Package:

  • $6,000 to $8,000 per month + bonus and commission income
  • Employee not Contractor
  • 401(k)
  • Pension
  • 100% Company paid Medical for employee
  • Dental, Vision, Life Insurance, Short Term Disability and many other 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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