Avoid this Company - Portfolio Manager Trajan Wealth Employee Review

1.0
Oct 1, 2023
Recommend
CEO approval
Business Outlook

Pros

Location, friendly co-workers, and hours

Cons

Client service is horrible, annuities are pushed on all clients, once you're invested you are forgotten.

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Trajan Wealth Response
2y
Our Client Services team is one of the hardest working teams in the building, to say otherwise is disingenuous. Annuities account for approximately 25% of our business in any given year - this was true well before you joined and I'd imagine will be true going forward - that fact is not hidden and nothing is ever "pushed". Our production numbers are cascaded to all employees monthly. Our Portfolio Managers are some of the best in the business and never forget about our clients - communication is coordinated at client on boarding, whether quarterly, annually or somewhere in the middle. Best of luck to you.

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.

1
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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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