Trajan is great place to work - Fiduciary Advisor Trajan Wealth Employee Review

5.0
Mar 20, 2020
Recommend
CEO approval
Business outlook

Pros

Trajan Wealth is a fantastic place to work and help clients with their financial goals. The ability to help build client's retirement plans that will have Guaranteed and sustainable income that they will never out live. The portion of a client's portfolio in a Guaranteed solution such as a Fixed Index Annuity is important because we want them to have liquidity for any other needs, in-addition to their Guaranteed income. As a fiduciary advisor, by law I have to place my clients needs before mine and it is the right thing to do by taking care of clients. The ability for me to be a Fiduciary Adviser and not have a script to read, forced to sell something, the only mandate I have at Trajan Wealth is do what is right for the client.

Cons

Not enough time in the day to help more people.

Explore other reviews about Trajan Wealth

5.0
Nov 5, 2025
Recommend
CEO approval
Business outlook

Pros

Fast paced with an accountability to all mindset. For someone who’s focused on the outcome, Trajan can be a great place that anyone in any role can make a significant impact. Hard work and results are recognized and rewarded. Upper management is open to new ideas and gives autonomy to execute.

Cons

Not a great fit for someone who’s just looking to float under the radar.

2.0
Sep 15, 2025
Recommend
CEO approval
Business outlook

Pros

The pay and benefits seemed attractive at first, with a decent salary and company-paid medical coverage. It quickly became clear that this was just a lure to trap employees into a nightmare.

Cons

Executive leadership is obsessed with growth and revenue, but the staff beneath them bear the full weight of their ambition. Incoming accounts and clients pile on an impossible workload, and asking for help only makes things worse. Requests for support are ignored, deadlines are tightened, and employees are forced to work even longer hours. Morale plummets as frustration and exhaustion take over. The environment is toxic beyond measure. Harassment, inappropriate behavior, blatant favoritism, and constant gaslighting are rampant. Employees are exploited and abused for simply trying to meet leadership’s unreasonable expectations. Hard work is met with zero acknowledgment or appreciation. This place is a true corporate nightmare, and anyone aware of what goes on here would steer far away.

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Trajan Wealth Response
7mo
Thank you for sharing your feedback. We’re truly sorry to hear that your experience with our leadership and workplace culture has been negative. Your comments about communication, recognition, and employee well-being are deeply concerning and don’t reflect the environment we strive to create. Our people are the foundation of our success, and we want everyone here to feel valued and heard.
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