Financial Advisor

Job Description

Job Description

Build a practice, not just a book of business.

Some firms give advisors products to sell. Others give them quotas to meet. At TruOak Financial Partners, we give advisors the platform, coaching, resources, and freedom to build something of their own.

This is an opportunity for someone who wants to become a complete financial professional. Our advisors work across insurance, investments, retirement strategies, estate planning, and advanced financial concepts. You will learn how these areas work together so you can solve more meaningful problems for clients and build deeper, longer-lasting relationships.

You will not be handed a book of business. You will be taught how to create one.

That means developing your network, earning trust, growing your personal brand, and turning relationships into a sustainable advisory practice. You will have experienced leaders, structured training, mentorship, joint-work opportunities, and dedicated support behind you as you grow.

More than 30 advisors have joined TruOak this year , including new professionals, experienced advisors, team leaders, brokers, and independent practice owners. They came for different reasons, but many were looking for the same things: greater autonomy, stronger leadership, broader capabilities, and an environment where they would be known and supported.

Eligible advisors may also have access to annuity payout opportunities of up to 5% , depending on product, contract, licensing, production, and individual qualifications.

This is a hybrid opportunity based in Sandy Springs and includes access to medical, dental, vision, a 401(k), firm events, performance celebrations, and four agency-paid trips each year, including two international destinations.

This role is not built around clocking in and waiting for opportunities to appear. It is for someone who is ready to create opportunities, build relationships, and take ownership of their growth.

If you want your effort to build something that belongs to you, we should talk.

Backgrounds That Often Translate Well

Successful candidates may come from financial services, insurance, banking, mortgage, real estate, business development, consultative sales, athletics, or military leadership.

The common thread is not one specific background. It is the ability to build trust, accept coaching, stay disciplined, and keep moving when results are not immediate.

Compensation:

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

Responsibilities:

• Develop and maintain a consistent pipeline of prospective clients through networking, referrals, community involvement, and business development
• Build trusted, long-term relationships by understanding each client’s goals, priorities, risk tolerance, and financial circumstances
• Create and present financial recommendations tailored to individual client needs
• Help clients implement appropriate strategies involving life insurance, investments, retirement planning, savings programs, and other financial solutions

Qualifications:

• Requires a Bachelor’s degree in finance, business administration, or related field
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

You may be a strong fit if you are:

• Comfortable with business development, networking, and client acquisition

• Motivated by income upside tied to performance

• Interested in building a long-term career, not just finding another job

• Life Health Insurance license required; support available if in process

• SIE, Series 7, and Series 66 preferred; required within the first year if not currently held

• Sponsorship is not available for this position. Applicants must be legally authorized to work in the United States

• A strong communicator with the confidence to meet new people and build trust

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.