Truoak Financial Partners

Build a practice with your name on it, not just another job in finance.

TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a client base, a personal brand, and a long-term advisory practice with real upside. You will not be handed a book of business, but you will be trained, coached, challenged, and supported by a firm built around ownership, development, and performance.

Backed by National Life Group, TruOak offers the strength of a national platform with the culture and flexibility of a modern, advisor-first firm. Our advisors have access to tiered training, advanced planning support, leadership access, in-house resources, and mentorship from some of National Life’s top producers. More than 30 advisors have joined TruOak this year because they wanted more autonomy, better support, and a platform that helps them build a career they are proud of.

Our culture is being recognized too. TruOak was named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys, with recognition in Financial Services, Compensation & Benefits, Professional Development, Leadership, Employee Well-Being, Purpose & Values, Innovation, Work-Life Flexibility, and Employee Appreciation. New advisors also receive access to SAGE, a marketing and lead-generation tool that helps open doors by adding value through eligible transferable tuition reward credits for clients’ children, grandchildren, and family members. This is a hybrid Atlanta opportunity with medical, dental, vision, 401(k), firm events, performance celebrations, and four agency-paid trips per year, including two international trips.

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

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

You’ll fit well here if you’re competitive, coachable, and want income upside tied to performance.

• Life & Health Insurance license required (we can support you if you’re in process).
• SIE / Series 7 / Series 66 preferred (required within the first year if not currently held).
• Strong communication skills and comfort in business development.
• Backgrounds that often translate well: sales, BD, real estate, mortgage, banking, insurance, military, athletics, or prior financial services.
• Must be a U.S. Citizen or a green card holder.

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.