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Truoak Financial Partners

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TruOak Financial Partners

Financial Advisor

Atlanta, GA · Hybrid

$95K - $110K/yr

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 ...

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Truoak Financial Partners Jobs Information

Infographic showing various job openings at Truoak Financial Partners in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 62% Physical, 25% Hybrid, and 13% Remote job distribution.

Managing Director - Financial Services

TruOak Financial Partners

Birmingham, AL • On-site

$75K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 21 days ago

Job description

You have built a successful career helping clients. Now you are ready to build something bigger.

TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial advisor or leader to grow our presence in the market.

This is a hands-on leadership opportunity for someone who wants to produce, recruit, develop advisors, and build a strong local team. You will have the freedom to shape the Birmingham market with the backing of an established firm and direct support from TruOak’s leadership, recruiting, marketing, operations, and training teams.

You will not be building alone.

The right person may be a successful advisor ready to step into leadership, an experienced manager looking for greater influence, or a well-connected financial professional who sees the opportunity to build something meaningful in Birmingham.

Compensation and Benefits

  • Base salary of $75,000 to $150,000, based on experience and qualifications

  • Commissions based on personal production

  • Performance-based bonus opportunities

  • Medical benefits, dental benefits, and vision benefits

  • 401(k)

  • Hybrid work environment

  • Direct access to firm leadership

  • Recruiting, marketing, training, and operational support

This is an opportunity to put your experience, reputation, and leadership ability behind something you can help shape from the beginning.

If you are ready to lead the Birmingham market with the support of a growing firm behind you, we would welcome the opportunity to speak with you.

Compensation:

$75,000 - $150,000 Plus Commissions


Responsibilities:
  • Lead the growth of TruOak Financial Partners in Birmingham
  • Recruit experienced and aspiring financial advisors
  • Coach advisors and help them grow their practices
  • Maintain personal production and serve your own clients
  • Build relationships throughout the Birmingham business community
  • Establish a culture of accountability, collaboration, and professional growth
  • Work directly with firm leadership on recruiting and market strategy
  • Help shape the long-term direction of the Birmingham team

Qualifications:
  • Five or more years of experience in financial services, insurance, wealth management, or advisor leadership
  • Active Life and Health license
  • Active Series 7 registration
  • Series 63, 65, or 66 preferred
  • A record of success in personal production, leadership, recruiting, coaching, or advisor development
  • Strong relationships within Birmingham or the surrounding market
  • The ability to lead while continuing to build a personal practice
  • A genuine desire to develop people and grow a market

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.