Financial Advisor - Wisconsin at Trajan Wealth LLC in Milwaukee, WI, USA
- Company: Trajan Wealth LLC
- Location: Milwaukee, WI, USA
- Posted: Sep 18, 2026
- Type: Full-time
- Salary: $100,000 base salary plus uncapped variable compensation. $300K plus total compensation for top performers.
- Experience: 5+ years
Overview
We're looking to expand into Wisconsin and are looking to hire Financial Advisors in the Milwaukee and Madison areas. This is a W2 role designed for advisors who want more than a book, they want to open a new market, establish a strong local presence, and scale a business.
Job description
- We're looking to expand into Wisconsin and are looking to hire Financial Advisors in the Milwaukee and Madison areas.
- This is a W2 role designed for advisors who want more than a book, they want to open a new market, establish a strong local presence, and scale a business.
- Advisors begin by leveraging our educational class platform to build trust, drive engagement, and generate new client relationships.
- Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
- This is a unique opportunity to open a new market and then scale it with the full support of an established firm behind you.
- As your market expands, you gain access to a platform designed to accelerate your growth:
- In-house marketing agency (radio, TV, seminars, digital)
- Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
- Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
- A proven, repeatable sales process
- Integrated estate and tax planning through in-house attorneys and CPAs
- You focus on meeting clients and closing business.
- We handle the rest.
- Today, the average Trajan Advisor produces approximately $40M per year in new assets.
Responsibilities
- Lead Educational Seminars
- Host and present retirement and financial planning seminars.
- Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
- Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
- Convert seminar attendees into long-term client relationships through a proven and repeatable process
- Expand and Grow the Market
- Serve as a lead representative of Trajan Wealth in Wisconsin, building brand presence and trust locally
- Expand a client base through seminars, referrals, and strategic community engagement
- Scale a local advisory practice as part of Trajan's national growth strategy
- Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
- Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
- Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
- Help clients make informed decisions and remain confident in their financial future across all market environments
- Collaborate with Internal Teams
- You're supported by a platform built to help you win.
- Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities
- Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
- Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice
Requirements
- Clean BrokerCheck / U4 record
- Bachelor's degree or equivalent experience
- Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
- WI Life and Annuity license
- 5+ years of financial advisory or investment experience
- Strong presentation skills
- Experience working with retirement planning clients
- Minimum 3 years of experience using a CRM system
- Proficiency in Microsoft Office
- Excellent written and verbal communication abilities
- Proactive work style and strong personal ethics aligned with fiduciary responsibility
Skills
Required
- Clean BrokerCheck / U4 record
- WI Life and Annuity license
- Strong presentation skills
- Proficiency in Microsoft Office
Benefits
- W2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
- 401k with matching up to 13%
- United Healthcare PPO Medical employee coverage paid by Company
- Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
- Generous holidays and PTO
About Trajan Wealth LLC
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.