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New Opportunity - Client Portfolio Manager - K plus Bonus
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$100,000 a year
Full-time
- Role Description The Portfolio Manager is a Fiduciary Advisor who work out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers.
- Strong bias toward client centric service and ability to sell additional financial products.
- With almost $2B in AUM and AUA, Trajan Wealth is one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate.
- We provide financial services on a fee-only basis, acting as a fiduciary for our clients.
- Additionally, we solicit fixed insurance such as Fixed Index Annuity products.
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