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About the Role

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Austin Metro. This W2 role is designed for advisors who want to expand a market, establish a strong local presence, and scale a business by leveraging an educational seminar platform to build trust and generate new client relationships. Advisors unlock Trajan's full growth engine, including an in-house marketing agency and client development teams, upon achieving key production milestones.

Responsibilities

Host and present retirement and financial planning seminars within the Houston 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.
Serve as a lead representative of Trajan Wealth in the Austin 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.
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).
TX 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

Financial planning
Investment management
Annuities
Trusts
Estate planning
CRM systems
Microsoft Office

Location

Austin Metro
Houston area

Work Type

W2 role

Experience Level

5+ years of financial advisory or investment experience
Minimum 3 years of experience using a CRM system

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

$100K base salary plus uncapped variable compensation
Current top performers earn $300-600K in total compensation

Benefits

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
Many more voluntary options available
Generous holidays and PTO

About the Company

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.
Features a fully integrated, in-house model combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Operates under a fiduciary standard known as the Family Office.
Offers a platform designed to accelerate growth, including an in-house marketing agency (radio, TV, seminars, digital), dedicated client development team, full operational infrastructure (client service, CRM, investment, IT, HR, compliance), a proven, repeatable sales process, and integrated estate and tax planning.