Financial Advisor Managing Director

Job Description

Job Description

TruOak Financial Partners is growing, and Birmingham is our next step.

After a year of major momentum, advisor growth, and firmwide expansion, we are opening a new Birmingham office and looking for the right leader to build it with us. This is not just another advisor role. This is an opportunity for a licensed financial professional who is ready to lead a market, mentor advisors, recruit talent, produce business, and help shape the future of a growing firm.

For the advisor who has been promised leadership but never truly handed the opportunity, this is it. The time is now.

We are looking for a Managing Director who can lead from the front. This person will be responsible for developing and mentoring financial advisors, recruiting new talent into the Birmingham market, driving production, and helping establish TruOak as a trusted financial services firm in the region. You will have the support, resources, leadership, and infrastructure of a growing organization while having the opportunity to put your own stamp on a new office.

Compensation and Benefits

• Base salary of $75,000 to $150,000 , based on experience
• Bonus opportunities
• Medical benefits
• Dental benefits
• 401(k)

This role is for someone who is ready to grab the reins. If you have the experience, the drive, and the desire to lead your own market, TruOak Financial Partners is ready to talk.

$75,000 - $150,000 Plus Commissions

• Lead and grow the Birmingham office for TruOak Financial Partners
• Mentor, coach, and develop financial advisors
• Recruit licensed and aspiring advisors into the firm
• Continue producing and serving clients as a licensed financial advisor
• Help drive market growth, advisor development, and firm goals
• Build a strong office culture rooted in accountability, support, and purpose
• Partner with firm leadership on strategy, training, and expansion initiatives

• 5+ years of experience in financial services, insurance, wealth management, or advisor leadership
• Active Life and Health license is required
• SIE and Series 7 required
• Series 66, 65, or 63 preferred
• Proven ability to lead, mentor, recruit, and produce
• Strong communication, leadership, and relationship-building skills
• Someone who wants more than a title and is ready to build something meaningful

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.