A Different Way to Structure Your Advisory Career
Whether you’re running your own practice or working within a larger firm, the Trajan model is designed to reduce operational friction and refocus your time on clients.
Don’t build your book alone.
Trajan Wealth is one of the fastest-growing RIA firms in the country, currently managing nearly $3B in AUM and AUA. What sets us apart is our family office model, offering clients in-house access to a full-service law firm (Trajan Estate) and a dedicated CPA practice (Trajan Tax).
Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets.
Key Benefits Include:
- Competitive base compensation (target ~$150K)
- Monthly bonus opportunities (eligibility-based)
- W-2 structure with centralized support
- Coordinated planning across wealth, tax, and estate
Email recruiting for more information – or read the full job description by clicking the button below.
Different Structures. Similar Friction.
Advisors take different paths, but many run into the same challenges over time.
- If you’re independent: You’re responsible for running a business, not just advising clients.
- If you’re part of a larger firm: You may be navigating internal processes, prospecting expectations, or siloed support teams.
In both cases, time gets pulled away from client relationships and long-term planning.
What If Your Role Focused More on Advice and Less on Operations?
You focus on meeting clients and closing business. We handle the rest.
Coordinated Planning
Trajan Wealth approaches financial planning as a coordinated effort across:
- Wealth management
- Tax strategy
- Estate planning
We don’t refer out critical components of a client’s financial life. We bring them together under one fiduciary standard – the Family Office.
Focus on Clients. Not Operations.
Instead of building or navigating everything yourself, key functions are supported by the broader Trajan team.
- Marketing and lead support
- Client service and onboarding
- Investment management team
- Compliance and operational infrastructure
Compensation &Structure
The role is structured as a W-2 position with:
- A base compensation component (often around $150K depending on experience and location)
- Performance-based bonus opportunities
- Additional incentives for those who qualify
For independent advisors, this can mean stepping away from full business ownership.
For employee advisors, it can mean a different level of flexibility and support structure.
Opportunities to Build, Not Just Maintain.
These roles are focused on expanding into new markets, offering the opportunity to help establish a presence locally.
This is for advisors who want to grow their footprint, whether they’re coming from an independent model or a firm-based environment.
A Different Way to Build Relationships
The Trajan Wealth focus is on education, community engagement, and long-term relationship building, rather than immediate transactional prospecting.
- Education-based engagement
- Community involvement and teaching opportunities
- Investment management team
- Relationship-first approach
