Fiduciary Advisor, Houston Metro

Job overview

The Fiduciary Advisor, Houston Metro role is onsite in Sugar Land, TX, serving the Houston area. The stated compensation is a $100,000 base salary with uncapped variable compensation; the posting also reports current top performers earning $300,000–$600,000 in total compensation. Trajan Wealth combines wealth management, estate planning, and tax strategy under a fiduciary model. The advisor educates prospective clients, develops relationships, and builds the firm’s Houston-area market. The role assesses client financial goals and creates strategies integrating investment management, tax planning, and estate considerations, while collaborating with internal planning, service, investment, and marketing teams.

What you'll do

• Host and present retirement and financial planning courses
• educate prospective clients on retirement income, investments, annuities, trusts, and estate planning
• build local brand presence and client relationships
• conduct client meetings
• design and implement customized financial strategies
• use CRM and firm infrastructure
• collaborate with internal teams.

What we're looking for

Skills & competencies

fiduciary advisor

wealth management

sugar land tx

houston metro

full-time

$100k base

uncapped variable compensation

retirement planning

investment management

estate planning

tax strategy

series 65

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• $100,000 base salary plus uncapped variable compensation
• 401(k) match up to 13%
• company-paid employee medical coverage
• dental, vision, disability, and life insurance options
• holidays and paid time off.

Why this role

Uses an education-first seminar platform and can access in-house marketing and client development support after production milestones.

About the employer

Trajan Wealth LLC is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.