Family Office Fiduciary Advisor — Client-First Wealth Growth
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-04
Listing for:
Trajan Wealth LLC
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base in our Scottsdale headquarters. You will work with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists to deliver integrated wealth-management solutions.
The role emphasizes fiduciary client service, coordination of investment, retirement, estate, and tax planning conversations, and collaboration across teams to deepen client
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