Trajan Wealth reviews

3.2

48% would recommend to a friend

(29 total reviews)
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Jeff Junior

50% approve of CEO

47% positive business outlook

Trajan Wealth has an employee rating of 3.2 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Trajan Wealth employee rating is in line with the average (within 1 standard deviation) for employers within the Financeiro industry (3.7 stars).

Reviews by job title

29 reviews
5.0
Nov 12, 2024
Recommend
Business Outlook

Pros

owth Opportunities: Trajan Wealth is a growing company in the wealth management industry, offering employees the chance to be part of an expanding business and take on new roles and responsibilities as the company scales. 2. Client-Centered Focus: Trajan Wealth emphasizes building long-term relationships with clients and providing comprehensive financial advice, which can be fulfilling for professionals who prioritize client satisfaction and impactful service. 3. Professional Development: Working in wealth management at Trajan Wealth offers employees an opportunity to develop in-demand skills in financial planning, investment strategies, and client relationship management. 4. Collaborative Environment: Employees at Trajan Wealth often work in close-knit teams, creating a collaborative environment where individuals can learn from each other and leverage diverse perspectives. 5. Competitive Compensation and Benefits: The company provides competitive salary packages and benefits, which is attractive for professionals in financial services seeking stability and rewards for performance.

Cons

High-Pressure Environment: Wealth management can be a high-stakes field, with pressure to meet performance targets, retain clients, and handle complex financial challenges, which may be stressful for some individuals. 2. Limited Work-Life Balance: Like many firms in the financial sector, Trajan Wealth may have demanding hours, especially during market volatility or busy periods, potentially impacting work-life balance. 3. Client-Driven Expectations: Meeting diverse client needs can be challenging and may require extra time and effort, particularly for employees who manage multiple high-net-worth clients. 4. Strict Compliance and Regulatory Oversight: As a wealth management firm, Trajan Wealth operates under strict regulatory guidelines, which can add layers of complexity and oversight to everyday tasks. 5. Potential for High Turnover: Financial services can be a competitive industry, and the high expectations or performance-based structure might lead to high turnover, creating challenges in team consistency.

5.0
Jul 16, 2024
Recommend
Business Outlook

Pros

Trajan Wealth is great at marketing and generating leads for advisors. Also the platform for servicing is helpful as there is a team in place to ensure the proper and efficient processing of all client needs

Cons

I have been here 3 years and have yet to encounter one

5.0
Sep 17, 2023
Recommend
Business Outlook

Pros

Trajan Wealth is a well-oiled machine is what I can say. They manage wealth in-house, have their own ETF, manage over 2B, and were led by a great visionary and team when I was there. They are growing and always expanding. I would work there again in a heartbeat.

Cons

parking, but not a big issue.

Viewing 19 - 21 of 29 Reviews

Glassdoor has 30 Trajan Wealth reviews submitted anonymously by Trajan Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Trajan Wealth is right for you.