Financial Advisor

Job Description

Job Description

Build the practice you want, with people who help you move it forward. – Practice Growth & Mentorship

You may be an experienced advisor looking for stronger support, more room to grow, or a better way to serve clients. Or you may be newer to financial services and want experienced leaders involved as you build your skills and practice.

At TruOak Financial Partners, the conversation starts with what you want to accomplish and what would help you get there.

Our Southeast roots trace back to 1896. More than 30 advisors joined TruOak in 2026, from early-career professionals to experienced producers, team leaders, and independent practice owners. We’re growing in Sandy Springs and want to meet advisors ready for their next stage.

What you can build here

• Work through opportunities with experienced leaders. Collaborate on client conversations, complex cases, and next steps.

• Address more client needs. Work across insurance, investments, retirement strategies, and financial planning within your licensing and registration.

• Develop your practice. You get to develop a practice that you own. Get coaching and support from planning, marketing, compliance, and recruiting resources.

• Shape your next step. Build your professional brand, develop a team, and explore future leadership opportunities.

• Earn through your production. Grow your career with a compensation structure that can include commissions and ongoing revenue opportunities, based on your practice, licensing, and eligible business.

The opportunity

This is a hybrid, production-based advisor role in Sandy Springs. You’ll prospect, build relationships, and take ownership of your results, with firm resources and leaders available to support your work.

Estimated annual earnings at plan: $95,000–$110,000. Compensation is production-based, not a guaranteed salary. Actual earnings vary based on production, experience, licensing, and the applicable compensation package.

The role also includes access to medical, dental, vision, and 401(k) benefits, subject to eligibility and plan terms. Qualifying advisors may participate in four firm-paid trips each year, including two international destinations, subject to program requirements.

Tell us what you want your practice to do next, where you feel held back, and what support would make a difference. That’s where we’ll begin.

Compensation:

$95,000 - $110,000 at plan commission per year

Responsibilities:

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

Qualifications:

• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

• Strong relationship-building, communication, and client-service skills.
• Interest in building a practice and developing new business.
• Previous experience as a financial advisor, planner, consultant, or other financial services professional is welcome. Early-career candidates are encouraged to apply.
• A Life and Health license is preferred; licensing support is available. The license is required before conducting insurance business.
• SIE, Series 7, and Series 66 are preferred. Required registrations must be obtained within the first year if not already held.
• A bachelor’s degree in finance, business, or a related field is preferred.
• Comfort with compensation tied to production and accountability for growing a practice.
• Openness to coaching and collaboration, with goals for your next stage of growth.
• Authorization to work in the United States. Visa sponsorship is not available.

About Company

TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.

As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.

TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.