Financial Advisor

Hybrid, production-based Financial Advisor role in Atlanta (Sandy Springs), focused on client relationships, planning support, and advisor ownership.

Responsibilities

• Grow your practice through referrals, networking, professional relationships, and consistent business development
• Learn clients’ circumstances, priorities, and goals to develop appropriate recommendations
• Assist clients with insurance, investments, savings, and retirement strategies within the scope of your licenses and registrations
• Partner with firm leaders and planning resources on client opportunities and complex cases
• Review client strategies, maintain strong relationships, and deliver proactive service
• Maintain appropriate documentation and follow applicable compliance requirements

Requirements

• Strong math, relationship, communication, and customer service skills are essential
• Interest in building a practice and developing new business
• Previous experience as a financial advisor, planner, consultant, or other financial services professional is welcome (early-career candidates encouraged)
• Life and Health license is preferred; licensing support is available. The license is required before conducting insurance business
• SIE, Series 7, and Series 66 are preferred; required registrations must be obtained within the first year if not already held
• Bachelor’s degree in finance, business, or a related field is preferred
• Comfort with production-based compensation and accountability for growing a practice
• Openness to coaching and collaboration, with goals for your next stage of growth
• Authorization to work in the United States. Visa sponsorship is not available

Compensation

• $95,000 - $110,000 at plan commission per year
• Compensation is production-based, not a guaranteed salary; actual earnings vary based on production, experience, licensing, and the applicable compensation package

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Four firm-paid trips each year, including two international destinations (subject to program requirements)

What You Can Build Here

• Work through client opportunities with experienced leaders, collaborating on client conversations, complex cases, and next steps
• Support more client needs across insurance, investments, retirement strategies, and financial planning within your licensing and registration
• Develop a practice that you own, supported by planning, marketing, compliance, and recruiting resources
• Build your professional brand, develop a team, and explore future leadership opportunities
• Earn through your production with a compensation structure that can include commissions and ongoing revenue opportunities based on your practice, licensing, and eligible business

Role Details

• Location: Atlanta, GA (hybrid), with the role described as a production-based advisor position in Sandy Springs
• Estimated annual earnings at plan: $95,000 to $110,000
• Access to medical, dental, vision, and 401(k) benefits is subject to eligibility and plan terms

About TruOak Financial Partners

• One of the Southeast’s growing comprehensive financial services firms built on strong relationships, holistic planning, and advisor-first support
• More than 100 financial professionals across ten states, continuing to expand as part of the National Life Group network
• Non-captive and advisor-focused, providing independence to build your own brand and DBA with infrastructure, training, mentorship, and resources from a national organization
• Led by a newly appointed CEO recognized for leadership, recruiting excellence, and building high-performing advisory teams
• Named a 2026 Culture Excellence & Industry Awards winner via TopWorkplaces.com and Bucketlist based on employee feedback surveys