Atlanta is growing, and so is TruOak Financial Partners. We are looking for a Managing Director who can help us find, attract, and develop the advisors who will shape what comes next.
This opportunity is designed for an experienced financial services leader who knows that building a successful office starts with recruiting the right people. You will play a direct role in expanding our Atlanta team by identifying talented advisors, building relationships in the market, and giving recruits a compelling reason to choose TruOak.
More than 30 advisors have joined our firm this year, creating strong momentum across recruiting, production, training, and leadership development. We are ready to build on that growth with a Managing Director who can recruit consistently, lead effectively, and help advisors reach their potential.
This is not a role where you will be expected to build alone. You will have access to firm leadership, dedicated recruiting support, advisor development resources, advanced planning, training, mentorship, and an organization that is prepared to invest in its leaders.
The right person has already demonstrated the ability to produce, recruit, mentor, and develop advisors. You may currently lead a team, manage production, or help grow an office but feel that your present platform does not fully support your long-term ambition.
For the leader who wants more than a management title, this is an opportunity to recruit a team, develop advisors, and help shape the future of a growing Atlanta office.
Base salary of $75,000 to $150,000, based on experience
Bonus opportunities
Competitive leadership override opportunities
Medical benefits
Dental benefits
401(k)
Hybrid work environment
Compensation:
$75,000 - $150,000
Responsibilities:-
Recruit experienced advisors and emerging financial professionals throughout the Atlanta market
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Build and maintain a consistent pipeline of qualified advisor candidates
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Develop relationships with professionals, industry leaders, and community partners
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Lead advisor interviews and help candidates understand the value of the TruOak platform
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Coach advisors on production, practice development, and long-term growth
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Support new advisors through onboarding, training, and early development
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Drive team production while strengthening a culture of accountability and support
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Partner directly with senior leadership on recruiting and market-growth strategies
Qualifications:-
5+ years of experience in financial services, insurance, wealth management, or advisor leadership
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Proven experience in financial services leadership, production, recruiting, or advisor development
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A strong network within the Atlanta financial services community
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The ability to attract talent and clearly communicate a compelling opportunity
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Experience coaching, mentoring, or managing financial professionals
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A leadership style built around accountability, relationships, and consistent follow-through
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Life and Health insurance license required
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FINRA registrations are strongly preferred
About Company
TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.
As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.
TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.
