Financial Advisor

The year is almost over. Has your firm done enough to move your practice forward? Think about the goals you set in January. The clients you wanted to reach. The capabilities you wanted to develop. The growth you expected from yourself and the firm behind you. How much of that actually happened? You have put in the work. But when you needed help winning a larger opportunity, navigating a complex case, or finding a better way to grow, did the support show up? If your practice has outgrown the support around it, another year in the same environment deserves a closer look. At TruOak Financial Partners, we want to understand where you feel held back and what it would take to change that. Maybe you need experienced leaders who will work through opportunities with you. Maybe your clients need solutions beyond your current capabilities. Maybe you want more room to develop your own brand, build a team, or have a real voice in the direction of your practice. Those are the conversations we want to have. Based in Sandy Springs, TruOak gives financial professionals access to: Leadership and joint work: Experienced professionals who can help you prepare for client conversations, work through complex cases, and strengthen your approach. Broader capabilities: Resources across insurance, investments, retirement strategies, and advanced planning concepts to help you address more of your clients’ needs. Practice development: Coaching and mentorship focused on business development, deeper client relationships, and sustainable growth. Dedicated support: Planning, marketing, compliance, and recruiting resources to help you develop your practice. Room to grow: Opportunities to build your brand, explore leadership, and develop a team with support around you. More than 30 advisors have joined TruOak this year , including experienced professionals, team leaders, brokers, and independent practice owners. Many were looking for greater autonomy, stronger leadership, and a firm that would take an active interest in their success.This hybrid opportunity also includes access to medical benefits, dental benefits, vision benefits, a 401(k), firm events, and performance celebrations. Qualifying advisors may participate in four agency-paid trips each year, including two international destinations.You will be expected to prospect, build relationships, and take ownership of your results. You should also expect meaningful support from the firm you choose. Before you commit another year, have a conversation about what could be different. Tell us what you wanted to accomplish this year, where you felt held back, and what you need from your next firm. Responsibilities: Grow your practice through referrals, professional relationships, networking, and consistent business development.Understand clients’ financial circumstances, priorities, and goals to develop appropriate recommendations.Help clients implement insurance, investment, savings, and retirement strategies within the scope of your licensing and registration.Collaborate with firm leaders and planning resources on client opportunities and complex cases.Review client strategies regularly and strengthen relationships through proactive service.Maintain appropriate documentation and follow applicable compliance requirements. Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Previous experience as a financial advisor, financial planner, financial consultant, or related financial services professional preferred. Bachelor’s degree in finance, business administration, or a related field. Demonstrated ability to build trust, develop relationships, and generate new business. Life and Health Insurance license required; support available for candidates completing licensing. SIE, Series 7, and Series 66 preferred; required within the first year if not currently held. Comfortable with compensation tied to production and the responsibility of growing a practice. Open to coaching and collaboration, with clear goals for your next stage of growth. Sponsorship is not available for this position. Applicants must be legally authorized to work in the United States Compensation: $95,000 - $110,000 at plan commission per year

• Grow your practice through referrals, professional relationships, networking, and consistent business development. • Understand clients’ financial circumstances, priorities, and goals to develop appropriate recommendations. • Help clients implement insurance, investment, savings, and retirement strategies within the scope of your licensing and registration. • Collaborate with firm leaders and planning resources on client opportunities and complex cases. • Review client strategies regularly and strengthen relationships through proactive service. • Maintain appropriate documentation and follow applicable compliance requirements.

Compensation:
$95,000-$110,000 per year