Client-Centric Family Office Fiduciary Advisor
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-24
Listing for:
Trajan Wealth LLC
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Trajan Wealth LLC is seeking an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base. You will serve as a trusted contact, helping deliver investment, retirement, estate, and tax planning discussions while coordinating with Senior Advisors and Planning Specialists.
The role is based 100% onsite at our Scottsdale corporate headquarters, working closely with cross-functional teams to deepen client relationships and provide comprehensive
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