Financial Advisor - Seattle Metro at Trajan Wealth LLC in Seattle, WA, USA

Job description

• Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Seattle Metro area.
• This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.
• Advisors begin by leveraging our educational seminar 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 expand an existing footprint 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 within the Seattle Metro area.
• 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 the Seattle Metro area, 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 Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.
• Washington 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

• 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