Senior Family Office Fiduciary Advisor HNW Clients
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-29
Listing for:
Trajan Wealth LLC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Trajan Wealth LLC is seeking a client-focused Family Office Fiduciary Advisor to be the primary relationship manager for an established book of high-net-worth and retirement-focused clients. This licensed fiduciary will deliver wealth management solutions and coordinate with internal specialists from our Scottsdale headquarters.
Responsibilities include client relationship management, comprehensive financial planning, estate coordination, tax-efficient strategies, and wealth preservation, with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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