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Wisconsin Fiduciary Advisor - Build Local Wealth Practice
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-24
Listing for:
Trajan Wealth LLC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Trajan Wealth LLC is expanding into Wisconsin and seeking Financial Advisors in Milwaukee and Madison. This W2 role helps you establish a local presence, grow through educational seminars, and scale with in-house marketing and client development teams.
You’ll start by building trust and relationships using our education-first platform. As milestones are met, you gain access to Trajan's growth engine and full infrastructure, including estate/tax planning and a proven sales process, with ongoing
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