Duties and responsibilitiesLead Educational SeminarsHost and present retirement and financial planning seminars within your territoryEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planningBuild trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophyConvert seminar attendees into long-term client relationships through a proven and repeatable processEstablish and Grow a MarketYou're not taking a job, it's the key role to building a new marketServe as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local marketDevelop and grow a client base through seminars, referrals, and strategic community engagementBuild and scale a local advisory practice as part of Trajan's national expansion strategyEstablish yourself as a trusted resource for retirement, investment, tax, and estate planning within your communityConduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial pictureDesign and implement customized financial strategies that integrate investment management, tax planning, and estate considerationsHelp clients make informed decisions and remain confident in their financial future through all market environmentsCollaborate with Internal TeamsYou're supported by a machine that helps you win. Leverage Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunitiesPartner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experienceUtilize firm resources and support systems to enhance productivity, improve client outcomes, and scale QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.