Senior Investment Advisor, Business Development
New
T
True LinkFintech, Financial Services
Remote - in USFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- Business DevelopmentRelationship management
Requirements
- 10+ years of client-facing investment advisory experience.
- Track record of building strong client relationships and leading significant asset growth in a business development role.
- Entrepreneurial mindset, eager to test and learn.
- Excitement about learning and teaching new technology platforms.
- Series 65 or Series 7 / 66 license (required within 90 days of hire).
- Preference for experience working with professional fiduciary clients in California and an existing network in these communities.
- Experience working with trust companies and attorneys is a plus.
- CFP certification preferred.
- Knowledge of special needs trusts and trust administration preferred.
- ChSNC certification preferred.
- Ability to travel at least ~30% of the time, primarily within California.
Responsibilities
- Lead relationship development with professional fiduciaries across California.
- Provide investment consultations and platform demos to prospective professional fiduciary clients.
- Engage existing fiduciary clients on planning and account updates, including leading quarterly investment reviews.
- Develop investment recommendations and reassess investment strategies as client needs evolve.
- Steward relationship with the Professional Fiduciaries Association of California (PFAC).
- Develop presentation and educational content for conferences and help shape business development strategy.
- Represent True Link at PFAC conferences and chapter meetings throughout the state.
- Collaborate cross-functionally with client services, operations, and new account opening teams.
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