Managing Director – Financial Services

You know how to produce. You know how to spot talent. What could you build with the freedom and resources to do both at a higher level? Tru Oak Financial Partners is hiring a Managing Director to recruit, develop, and lead a growing team in Atlanta while continuing to build a successful personal practice. More than 30 advisors have joined our firm this year.

As our team grows, we are looking for a leader who wants to play a meaningful role in that expansion. This is an opportunity to establish your presence in the market, influence the team we build, and grow alongside the people you bring here.

Success in this role comes down to three things: recruiting talent, developing advisors, and producing business. You will actively build a recruiting pipeline, mentor financial professionals, and lead by example through your own client relationships and production.

At Tru Oak, you will have a compelling story to tell prospective recruits. As a non-captive firm, we offer flexibility in how financial professionals build their practices and serve their clients, backed by resources that help turn ambition into progress.

• Dedicated recruiting support to help you attract talent and grow your team
• Training, mentorship, and advisor development to support new and experienced professionals
• Advanced planning resources to help you navigate more complex client opportunities
• In-house marketing and compliance support to help advisors build their presence and grow their practices
• Direct access to senior leadership and a voice in recruiting, development, and market growth
• Room to build your own brand and practice, including DBA opportunities

• Base salary of $75,000 to $150,000 based on experience, plus bonus and leadership override opportunities
• Bonus opportunities
• Competitive leadership override opportunities
• Medical benefits
• Dental benefits
• 401(k)
• Hybrid work environment

Compensation: $75,000 - $150,000

• 5+ years of experience in financial services, insurance, wealth management, or advisor leadership
• A demonstrated record of personal production and business development
• Experience recruiting financial professionals and helping them succeed
• The ability to balance personal production with consistent recruiting and hands-on team development
• An established professional network and the ability to build relationships across the Atlanta market
• Experience coaching, mentoring, or managing advisors
• A business mindset with strong follow-through and accountability
• Life and Health insurance license required
• FINRA registrations strongly preferred

• Recruit consistently:
  Identify and attract experienced advisors and emerging financial professionals throughout the Atlanta market
• Build and manage an active recruiting pipeline through outreach, referrals, networking, and community relationships
• Lead candidate conversations and communicate the value of Tru Oak’s non-captive platform, resources, and culture
• Develop your team:
  Coach advisors on prospecting, client relationships, production, and practice management
• Support onboarding and establish clear development goals for new team members
• Provide ongoing mentorship, joint-work opportunities, and accountability to help advisors progress
• Produce personally:
  Build and maintain your own client relationships and generate new business while leading the team
• Partner with senior leadership to set and execute recruiting, advisor development, and production goals