What are the responsibilities and job description for the Managing Director – Financial Services position at TruOak Financial Partners?
You have built a successful career helping clients. Now you are ready to build something bigger.
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial advisor or leader to grow our presence in the market.
This is a hands-on leadership opportunity for someone who wants to produce, recruit, develop advisors, and build a strong local team. You will have the freedom to shape the Birmingham market with the backing of an established firm and direct support from TruOak’s leadership, recruiting, marketing, operations, and training teams.
You will not be building alone.
The right person may be a successful advisor ready to step into leadership, an experienced manager looking for greater influence, or a well-connected financial professional who sees the opportunity to build something meaningful in Birmingham.
Compensation And Benefits
If you are ready to lead the Birmingham market with the support of a growing firm behind you, we would welcome the opportunity to speak with you.
Compensation: $75,000 - $150,000 Plus Commissions
TruOak Financial Partners is expanding in Birmingham and looking for an experienced financial advisor or leader to grow our presence in the market.
This is a hands-on leadership opportunity for someone who wants to produce, recruit, develop advisors, and build a strong local team. You will have the freedom to shape the Birmingham market with the backing of an established firm and direct support from TruOak’s leadership, recruiting, marketing, operations, and training teams.
You will not be building alone.
The right person may be a successful advisor ready to step into leadership, an experienced manager looking for greater influence, or a well-connected financial professional who sees the opportunity to build something meaningful in Birmingham.
Compensation And Benefits
- Base salary of $75,000 to $150,000, based on experience and qualifications
- Commissions based on personal production
- Performance-based bonus opportunities
- Medical benefits, dental benefits, and vision benefits
- 401(k)
- Hybrid work environment
- Direct access to firm leadership
- Recruiting, marketing, training, and operational support
If you are ready to lead the Birmingham market with the support of a growing firm behind you, we would welcome the opportunity to speak with you.
Compensation: $75,000 - $150,000 Plus Commissions
Salary : $75,000 - $150,000