Senior Investment Advisor, Business Development - California Fiduciaries

The role

This person will lead relationship development with professional fiduciaries to grow investment advisory services. They will provide investment consultations, lead quarterly reviews, and develop investment recommendations.

What you will do

• Lead relationship development with professional fiduciaries across California.
• Provide investment consultations and platform demos to prospective professional fiduciary clients.
• Engage existing fiduciary clients on planning and account updates.
• Lead quarterly investment reviews.
• Develop investment recommendations and reassess investment strategies.
• Steward the relationship with the Professional Fiduciaries Association of California.
• Develop presentation and educational content for conferences.
• Represent True Link at PFAC conferences and chapter meetings throughout the state.
• Collaborate cross-functionally with client services, operations, and new account opening teams.
• Travel at least ~30% of the time, primarily within California.

Required qualifications

• 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
• Excitement about learning and teaching new technology platforms
• Entrepreneurial mindset, eager to test and learn
• Series 65 or Series 7 / 66 required within 90 days of hire

Nice to have

• Experience working with professional fiduciary clients in California and an existing network in these communities
• Experience working with trust companies and attorneys
• CFP certification
• Knowledge of special needs trusts and trust administration
• ChSNC certification

Benefits

• Competitive wages
• Health, dental & vision coverage
• Paid parental leave
• 12 paid holidays each year
• Professional development budget
• Generous vacation

About the company

truelinkfinancial is a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions. The company has been named to the Forbes Fintech 50 and the Inc. 5000 list.