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.
Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Chicago market.
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.
As your market expands, you gain access to a platform designed to accelerate your growth:
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.
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.
Trajan Wealth is a Family Office
Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning, retirement planning, and private markets investing, all under one roof. Veteran-owned and veteran-led, we're built on a commitment to service that started in uniform.
As a fee-based fiduciary, Trajan Wealth is obligated to act in your best interest. That priority shapes everything we do.
A True Family Office Experience
Most people work with separate professionals for investments, taxes, and estate planning, advisors who rarely talk to each other. Our family office model brings these together into one coordinated plan. No silos, just a complete financial picture working in your favor.
What We Help You Navigate
Whether you're evaluating retirement income strategies, weighing the tax implications of a major life event, structuring an estate plan, looking for private market opportunities, or managing a portfolio through uncertain markets, we give you the knowledge and guidance to make confident decisions at every stage of life.
Who We Serve
We work with investors, retirees, and high-net-worth families seeking a long-term advisory relationship built on transparency, education, and proactive planning. Our clients don't just want someone to manage their money. They want a partner who helps them understand it.
An Empowered Client Is Our Goal
We listen, explain your options in plain language, and build strategies tailored to your situation. When you understand your plan, you make better decisions. That's the Trajan Difference.
Visit TrajanWealth.com to speak with a fiduciary advisor today.
Trajan Wealth® an SEC registered investment advisor. Additional services through Trajan Estate Trajan Tax. Additional disclosures and accreditation at Trajanwealth.com.
