Job Description
About Trajan Wealth
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.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Chicago market.
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.
What Makes Trajan Different
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.
Duties and Responsibilities
Lead Educational Seminars
• Host and present retirement and financial planning seminars within the Chicago 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 Chicago 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
Qualifications
• 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).
• IL 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
Benefits
• W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
• 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
• If you're good with clients, this will be your last U4 application.
If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.
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.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Chicago market.
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.
What Makes Trajan Different
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.
Duties and Responsibilities
Lead Educational Seminars
• Host and present retirement and financial planning seminars within the Chicago 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 Chicago 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
Qualifications
• 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).
• IL 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
Benefits
• W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
• 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
• If you're good with clients, this will be your last U4 application.
If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.
💡 Quick Summary
Seeking a career-building opportunity? The Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus position is now open for candidates interested in the Finance sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.