Managing Director – Financial Services

TruOak Financial Partners is expanding its Atlanta office, and we are looking for the right

Managing Director

to help lead the next stage of growth for our financial advisors.
This hybrid role is built for someone who has already proven they can

produce, lead, recruit, mentor, and develop advisors , but may be ready for a bigger opportunity than their current platform is offering. If you are already leading advisors, managing production, or helping grow a team, this may be the next leadership seat worth exploring.
At TruOak, you will not be starting from scratch. You will have access to firm leadership, recruiting support, advisor development resources, advanced planning, training, mentorship, and the backing of a growing organization that is serious about building around its leaders.
We are looking for someone who can lead from the front. Someone who can drive production, develop advisors, attract talent, and help strengthen a culture rooted in accountability, purpose, growth, and support.
For the leader who wants more than a title, this is a real opportunity to help shape the future of our Atlanta office.
Compensation and Benefits

Base salary of

$75,000 to $150,000 , based on experience
Bonus opportunities
Competitive leadership overrides opportunities
Medical benefits
Dental benefits
401(k)

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