With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
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.
Note: This position would be 100% onsite at our Scottsdale corporate office. Relocation assistance available.
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