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What You'll Do:
- Lead relationship development with professional fiduciaries across California, building on over $100M in assets.
- Provide investment consultations and platform demos to prospective clients and engage existing clients with quarterly reviews.
- Develop investment recommendations and represent True Link at PFAC conferences and events.
Who You Are:
- 10+ years of client-facing investment advisory experience with a track record of building strong relationships.
- Preference for experience with professional fiduciary clients in California and an existing network.
- Series 65 or Series 7/66 required within 90 days; CFP certification preferred.
Why You'll Love Us:
- We operate with the pace of a startup, rigor of a financial firm, and mission-orientation.
- We offer competitive wages, health, dental, vision, paid parental leave, and generous vacation.
- You'll work remotely from across the US with a diverse, inclusive team making a real impact.
True Link Financial
True Link Financial is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities and older adults. The company has been recognized on the Forbes Fintech 50 and Inc. 5000 list, operating with startup pace and financial services rigor.