Top 53943 Goal Advisor Jobs

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Houston, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Automotive Technicians - Mechanics - How does a 4-DAY WORK WEEK sound? 3 days off EVERY WEEK.
MARK'S AUTO REPAIR —Oak Harbor, WA
- $35 - $45 an hour
- Full-time
- In person
- ASE Certification
- Mid-level
- 3 years
- Paid training
- Paid holidays
Quick Apply
Test Pilot Advisor
Modern Technology Solutions, Inc —Nellis AFB, NV
- Master's degree
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
Senior Home Lending Advisor- Lakewood, CO
JPMorganChase —Lakewood, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Automotive Service Advisor
Nebraskaland-Kansasland-Coloradoland Tire Group —Goodland, KS
- $16 - $25 an hour
- 8 hour shift
- Dealership
- Computer literacy
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
14d
Mercedes Benz Passenger Car Technician
Mercedes-Benz of Littleton —Littleton, CO
- Up to $100 an hour
- Full-time
- Background check
- Clean driving record
- Dealership
- Relocation assistance
- Health insurance
Quick Apply
Lube Technician
Greenwich Ford —Greenwich, NY
- From $18 an hour
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Paid holidays
- Health insurance
Quick Apply
ADVISOR
The Faricy Boys —Salida, CO
- $70,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
8d
Automotive Service Advisor
Mountain Home Auto Ranch —Mountain Home, ID
- $4,000 - $10,000 a month
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Paid training
- Health insurance
Quick Apply
Sales Account Executive / Insurance Producer - Kingston, NY
ULSTER INSURANCE SERVICES INC —Kingston, NY
- $45,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Business Development Manager - Commercial HVAC & Plumbing Sales (Cleveland, Akron, Canton, Ohio)
Enervise —Cleveland, OH
- $60,000 - $90,000 a year
- Full-time
- Background check
- Customer service
- 5 years
- Health savings account
- Paid holidays
Quick Apply
Automotive Service Advisor
Nebraskaland-Kansasland-Coloradoland Tire Group —Great Bend, KS
- $16 - $22 an hour
- 8 hour shift
- Dealership
- Computer literacy
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
Inside Sales Representative
Phoenix Consulting Group of Nashville —Nashville, TN
- $60,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Quick Apply
Account Manager
Phoenix Consulting Group of Nashville —Nashville, TN
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Traverse City, MI
- From $23 an hour
- Full-time
- Customer service
- Merchandising
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Engineer
In-Q-Tel —McLean, VA
- Full-time
- Computer Science
- 5 years
- Engineering
4h
Team-Based Financial Advisor - Holder & Albrecht Financial Group
Thrivent —Spokane, WA
- $60,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply

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Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside

Trajan Wealth -
Houston, TX

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Job Details

Full-time
$100,000 - $300,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Professional ethics
Sales management systems proficiency
CRM system proficiency
Productivity software
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Houston Metro.

This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and Responsibilities

Lead Educational Seminars

Host and present retirement and financial planning seminars within the Houston area.
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market

Serve as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally
Expand a client base through seminars, referrals, and strategic community engagement
Scale a local advisory practice as part of Trajan's national growth strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations

Collaborate with Internal Teams

You're supported by a platform built to help you win.
Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities

Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications

Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
TX Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

W2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
401k with matching up to 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Quick Apply

Refine Your Search

Goal Advisor jobs

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Automotive Technicians - Mechanics - How does a 4-DAY WORK WEEK sound? 3 days off EVERY WEEK.

Test Pilot Advisor

Senior Home Lending Advisor- Lakewood, CO

Automotive Service Advisor

Mercedes Benz Passenger Car Technician

Lube Technician

ADVISOR

Automotive Service Advisor

Sales Account Executive / Insurance Producer - Kingston, NY

Business Development Manager - Commercial HVAC & Plumbing Sales (Cleveland, Akron, Canton, Ohio)

Automotive Service Advisor

Wealth Advisor - Madison

Inside Sales Representative

Account Manager

Client Advisor/Sales

Engineer

Team-Based Financial Advisor - Holder & Albrecht Financial Group

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