Family Office Fiduciary Advisor

Job overview

The Family Office Fiduciary Advisor role is 100% onsite at Trajan Wealth’s Scottsdale, AZ headquarters; compensation is $120,000–$185,000 per year. Trajan Wealth is a Registered Investment Advisor firm with an integrated wealth management, estate planning, and tax strategy model. The advisor serves as the primary relationship manager for an established book of high-net-worth and retirement-focused clients. The role provides comprehensive financial planning and wealth guidance, coordinates with internal investment, estate, and tax specialists, and identifies opportunities to deepen client relationships and support firm growth.

What you'll do

• Manage an established client book and conduct review meetings and proactive outreach
• provide guidance on investment strategies, retirement planning, and wealth preservation
• develop financial planning recommendations and retirement income strategies
• coordinate asset transfers and portfolio alignment
• identify estate and tax planning needs and connect clients with internal specialists
• support account onboarding and funding
• maintain client communication and retention
• identify additional planning opportunities and referrals.

What we're looking for

Skills & competencies

family office fiduciary advisor

full-time

scottsdale az

trajan wealth

wealth management

financial planning

retirement planning

estate planning coordination

tax strategy

high-net-worth clients

onsite

relocation assistance

$120k–$185k

Work arrangement

• Weekend coverage required

Benefits & perks

• Relocation assistance
• 401(k) match up to 13%
• company-paid United Healthcare PPO employee medical coverage
• dental, vision, short- and long-term disability, life insurance, and other voluntary options
• holidays and paid time off.

Why this role

The posting requires securities licensing or a professional designation, an active Arizona Life and Health/Annuity Insurance License, and a clean U4 record.

About the employer

Trajan Wealth LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.