Financial Advisor

About the role

At TruOak Financial Partners, we are a holistic financial firm focusing on all aspects of wealth management, including insurance, investments, retirement strategies, estate planning, and advanced financial concepts. We seek advisors who can master the industry rather than just participate in it.

Responsibilities

• Build a client base and grow a personal brand
• Earn based on performance
• Create a long-term advisory practice you are proud of
• Be trained, coached, challenged, and supported as you build your practice

Requirements

• Master the industry
• Have access to annuity payout opportunities up to 5%
• Grow a personal brand and earn based on performance
• Create a long-term advisory practice you are proud of
• Be trained, coached, challenged, and supported as you build your practice

Qualifications

• Strong understanding of insurance, investments, retirement strategies, estate planning, and advanced financial concepts
• Experience in building and growing a client base
• Ability to earn based on performance
• Desire to create a long-term advisory practice you are proud of
• Willingness to be trained, coached, challenged, and supported as you build your practice

Benefits

• Medical, dental, and vision coverage
• 401(k) plan
• Firm events
• Performance celebrations
• Four agency-paid trips per year, including two international trips

Pay

$95,000 - $123,000 per year at plan commission

Schedule

Hybrid opportunity in Atlanta