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Family Office Fiduciary Advisor Client-First Wealth Growth

L4

trajan wealthScottsdale, AZyesterday
Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base in our Scottsdale headquarters. You will work with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists to deliver integrated wealth-management solutions. The role emphasizes fiduciary client service, coordination of investment, retirement, estate, and tax planning conversations, and collaboration across teams to deepen client
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Apply now (opens in a new tab)

Level

MidL4

Location

Scottsdale, AZ

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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