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      Trajan Wealth

      Engaged employer

      Trajan Wealth reviews

      Great colleagues, company needs work - Anonymous employee Trajan Wealth Employee Review

      3.0
      17 Jan 2023
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      The majority of my colleagues were an absolute joy to work with. They are hard working and team players through and through. The client services team, client development team, and the portfolio management team are truly what are keeping this company afloat. The health insurance is paid for by Trajan Wealth, but there is a limit on which plans are FULLY covered. They also offer a 401k plan and pension.

      Cons

      The management at Trajan Wealth needs to be evaluated. I cannot provide specific examples without compromising my anonymity. What I can say is that when problems are brought to the attention of management, they are not addressed in a timely manner or escalated to the proper channels. When employees discuss the problems and possible solutions as a group to bring to management, this is viewed as gossip and disparaging the company. This occurs across multiple departments. Trajan Wealth also operates heavily on metrics and tries to quantify customer service which is very difficult, if not impossible, to do. They have expanded the company too quickly and taken on too many advisors for the current staff to maintain a reasonable workload. There is very little room for advancement unless you start at entry level and whatever advancement is available is very difficult to obtain. The majority of management, in my opinion, are not leaders. When employees are overwhelmed with the workload that the company is responsible for, supervisors do very little to assist. The turnover rate at Trajan Wealth is higher than they report. In the approximately 3 years of my employment I recall at least 37 employees that were terminated or left on their own accord and it is a company with 100-150 employees.

      avatar
      Trajan Wealth Response
      3y
      With as much growth as we are experiencing, there are certainly challenges that are faced regularly. What those challenges are, is a matter of perspective and context. Great people are proactive, innovative, seek solutions, and appreciate being busy - it's those who will experience advancement. There are a few others like yourself, who squander their time with water cooler chatter, negative talk and gossip. Individuals who make excuses and attempt to compromise the integrity of the company won't advance and will be terminated, like you. If solutions were truly what you were after, anonymity would be the least of your concerns not your primary. You weren't employed for 3 years, less than 2 actually. Our turnover averages about 17% per year which is less than industry average. With some self reflection and a lot of maturity, you have the potential to be a valuable member of a different company some day. Until then, we wish you nothing but the best.

      Explore other reviews about Trajan Wealth

      5.0
      5 Nov 2025
      Current corporate employee
      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
      15 Sept 2025
      Corporate admin
      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.

      1
      avatar
      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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