Managing Director – Financial Services

About the role

TruOak Financial Partners is hiring a Managing Director to recruit, develop, and lead a growing team in Atlanta while continuing to build a successful personal practice. More than 30 advisors have joined the firm this year. As the team expands, the leader will play a meaningful role in that growth, establish a market presence, influence the team being built, and grow alongside the advisors they bring on. Success hinges on three pillars: recruiting talent, developing advisors, and producing business. The Managing Director will actively build a recruiting pipeline, mentor financial professionals, and lead by example through their own client relationships and production. As a non‑captive firm, TruOak offers flexibility in how financial professionals build their practices and serve clients, backed by dedicated recruiting support, training and advisor development, advanced planning resources, in‑house marketing and compliance support, direct access to senior leadership with a voice in recruiting, development, and market growth, and the opportunity to build one’s own brand and practice, including DBA options. Atlanta is a priority for the firm’s growth.

Responsibilities

• Recruit consistently: Identify and attract experienced advisors and emerging financial professionals throughout the Atlanta market
• Build and manage an active recruiting pipeline through outreach, referrals, networking, and community relationships
• Lead candidate conversations and communicate the value of TruOak’s non‑captive platform, resources, and culture
• Develop your team: Coach advisors on prospecting, client relationships, production, and practice management
• Support onboarding and establish clear development goals for new team members
• Provide ongoing mentorship, joint‑work opportunities, and accountability to help advisors progress
• Produce personally: Build and maintain your own client relationships and generate new business while leading the team
• Partner with senior leadership to set and execute recruiting, advisor development, and production goals

Qualifications

• 5+ years of experience in financial services, insurance, wealth management, or advisor leadership
• A demonstrated record of personal production and business development
• Experience recruiting financial professionals and helping them succeed
• The ability to balance personal production with consistent recruiting and hands‑on team development
• An established professional network and the ability to build relationships across the Atlanta market
• Experience coaching, mentoring, or managing advisors
• A business mindset with strong follow‑through and accountability
• Life and Health insurance license required
• FINRA registrations strongly preferred

Benefits

• Medical benefits
• Dental benefits
• 401(k)

Pay

Base salary of $75,000 to $150,000 based on experience, plus bonus and leadership override opportunities.

Schedule

Hybrid work environment.