Senior Investment Advisor – Business Development

This is a fully remote position, open to applicants in California.

📋 Description

• Propel the expansion of True Link’s investment advisory services tailored for professional fiduciary clients.

• Spearhead relationship-building initiatives with professional fiduciaries throughout California.

• Increase the assets under management for professional fiduciaries and their clientele.

• Deliver investment consultations and conduct platform demonstrations for potential clients.

• Engage with existing fiduciary clients regarding planning and account updates.

• Conduct quarterly investment reviews.

• Formulate investment recommendations and adjust strategies as client requirements evolve.

• Cultivate and maintain the relationship with the Professional Fiduciaries Association of California.

• Create presentation and educational materials for conferences.

• Contribute to shaping the business development strategy.

• Represent True Link at PFAC conferences and chapter meetings throughout California.

• Collaborate with teams in client services, operations, and new account openings.

• Travel approximately 30% of the time, primarily within California.

⛳️ Requirements

• Over 10 years of experience in client-facing investment advisory roles.

• Proven track record of establishing strong client relationships and driving significant asset growth in a business development capacity.

• Preference for experience with professional fiduciary clients in California, along with an established network in these communities.

• Enthusiasm for learning and sharing knowledge about new technology platforms.

• Experience collaborating with trust companies and attorneys is a plus.

• An entrepreneurial mindset with a willingness to experiment and learn.

• Series 65 or Series 7 / 66 must be obtained within 90 days of hire.

• CFP certification is preferred.

• Familiarity with special needs trusts and trust administration is preferred.

• ChSNC certification is preferred.

• Must be legally authorized to work in the United States.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Paid parental leave.

• 12 paid holidays annually.

• Budget for professional development.

• Generous vacation policy.

• Option for remote work from anywhere in the US.

• Opportunities for virtual team connection and in-person team gatherings.