About this role
Financial Advisor - Houston Metro - $100K Base Salary + Uncapped Performance-Based Upside at Trajan Wealth LLC. Location: Houston or Chicago. Role: hosting seminars, advising clients, designing strategies Requirements: Clean BrokerCheck/U4, Series 65 or 7 & 66 (or professional designations like CFP/CFA), Illinois Life & Annuity license, 5+ years advisory experience, 3+ years CRM experience, Bachelor's or equivalent, Microsoft Office proficiency, strong presentation skills. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Microsoft Office Certifications: u4, series 65, series 7, series 66, cfp, cfa, chfc, pfs, cic, il life and annuity Commitment: Full Time Workplace: Field Languages: English