Family Office Fiduciary Advisor Client-First Wealth Growth
trajan wealthScottsdale, AZ
Family Office Fiduciary Advisor Client-First Wealth Growth
L4
trajan wealthScottsdale, AZyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesTrajan 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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Level
MidL4
Location
Scottsdale, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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