Senior Investment Advisor, Business Development - California

True Link Financial

70d•Remote

About The Position

We are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions – people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. We get to wake up every day knowing our work has a profound impact on our customers’ lives, and we run the business with the discipline to keep doing it for the long haul. That track record has earned us a spot on the Forbes Fintech 50 and the Inc. 5000 list of America’s fastest-growing companies for the last two years. We’re looking for an experienced senior financial advisor to drive growth of True Link’s investment advisory services for professional fiduciary clients. This person will leverage True Link’s strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients. We’re seeking candidates who are excited to bring their investment advisory experience, along with a desire to be entrepreneurial and grow a business that will have meaningful impact on clients’ lives. This is a hands-on leadership role, where you’ll take the business line to scale and collaborate cross-functionally on this important work. This role is ideally based in California.

Requirements

10+ years of client-facing investment advisory experience
Track record of building strong client relationships and leading significant asset growth in a business development role
Preference for experience working with professional fiduciary clients in California and an existing network in these communities
Excitement about learning and teaching new technology platforms
Experience working with trust companies and attorneys a plus
Entrepreneurial mindset, eager to test and learn
Series 65 or Series 7 / 66 required within 90 days of hire

Nice To Haves

CFP certification
knowledge of special needs trusts and trust administration
ChSNC certification

Responsibilities

Lead relationship development with professional fiduciaries across California, building on the more than $100M in assets we manage today for professional fiduciaries and their clients, and growing well beyond it.
Provide investment consultations and platform demos to prospective professional fiduciary clients.
Engage existing fiduciary clients on planning and account updates, including leading quarterly investment reviews.
Develop investment recommendations and reassess investment strategies as client needs evolve.
Steward our relationship with the Professional Fiduciaries Association of California (PFAC). Develop presentation and educational content for conferences and help shape our business development strategy.
Represent True Link at PFAC conferences and chapter meetings throughout the state.
Collaborate cross-functionally across True Link with our client services, operations, and new account opening teams.
Travel at least ~30% of the time, primarily within California.