Join Trajan Wealth as a Financial Advisor to grow a Wisconsin client base through education-led seminars and a supported W2 practice.

Host and present retirement and financial planning seminars.
Guide prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning.
Build credibility using 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.
Represent Trajan Wealth in Wisconsin, building local brand presence and trust.
Grow the client base using seminars, referrals, and strategic community engagement.
Scale a local advisory practice as part of Trajan’s national growth strategy.
Serve as a trusted community resource for retirement, investment, tax, and estate planning.
Conduct in-depth meetings with clients and prospective clients to understand goals and the overall financial picture.
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations.
Help clients make informed decisions and stay confident in their financial future across market environments.
Use Trajan’s CRM and operational infrastructure to manage relationships and track opportunities.
Coordinate with internal teams across planning, client service, investment, and marketing to deliver a consistent client experience.
Use firm resources and support systems to improve productivity and outcomes and scale the practice.
Focus primarily on client meetings and closing business.

Clean BrokerCheck / U4 record.
Bachelor’s degree or equivalent experience.
Relevant securities licenses/certifications:
- Series 65 or Series 7 & 66, or
- Professional designations including CFP, CFA, ChFC, PFS, CIC, or CIMA (certification requirements vary by jurisdiction).
If licensed with 7&66, obtain a Series 65 or a professional designation within 18 months of employment.
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.

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 voluntary options.
Generous holidays and PTO.

In-house marketing agency (radio, TV, seminars, digital).
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars.
Full operational infrastructure including client service, CRM, investment, IT, HR, and compliance.
Proven, repeatable sales process.
Integrated estate and tax planning through in-house attorneys and CPAs.

Financial Advisor

Job Description