Senior Investment Advisor, Business Development - California

True Link
California
Workplace: RemoteFull timeFunction: Business Development & PartnershipsExperience: 10+ yearsSkills: ["Relationship building","Entrepreneurial mindset","Cross-functional collaboration","Client-facing communication","Presentation and education"]

Drive growth of an investment advisory business for professional fiduciary clients by developing and deepening relationships, delivering investment consultations and platform demos, and leading quarterly investment reviews. Build recommendations and evolving strategies as client needs change. Represent the company with PFAC and conferences across California, create educational content, and collaborate cross-functionally with client services, operations, and new account teams.

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FursaFursa
True Link
True Link
1 week ago

Senior Investment Advisor, Business Development - California

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Last checked: 3 hours agoStatus: Live

Job Summary

Drive growth of an investment advisory business for professional fiduciary clients by developing and deepening relationships, delivering investment consultations and platform demos, and leading quarterly investment reviews. Build recommendations and evolving strategies as client needs change. Represent the company with PFAC and conferences across California, create educational content, and collaborate cross-functionally with client services, operations, and new account teams.
Location: California
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Lead relationship development with professional fiduciaries across California and grow advisory services and managed assets
  • •Provide investment consultations and conduct platform demos for prospective fiduciary clients
  • •Engage existing fiduciary clients with planning, account updates, and lead quarterly investment reviews
  • •Develop investment recommendations and reassess investment strategies as client needs evolve
  • •Steward PFAC relationships: represent True Link at conferences/chapter meetings, develop educational content, and help shape business development strategy
Travel: High travel

Pay and Benefits

Perks:Health InsuranceDentalVisionPaid ParentalLearning Budget

Key Requirements

  • •10+ years of client-facing investment advisory experience
  • •Series 65 or Series 7 / 66 required within 90 days of hire
  • •Proven track record building client relationships and growing assets in a business development role
  • •Preference for experience with professional fiduciary clients in California and an existing network in those communities
  • •Ability to learn and teach new technology platforms; CFP certification and knowledge of special needs trusts/trust administration are preferred
Experience:10+ yearsFintechInvestment advisoryFinancial services
Skills:Relationship buildingEntrepreneurial mindsetCross-functional collaborationClient-facing communicationPresentation and education
Certifications:Series 65Series 7Series 66CFPChSNC

Company Brief

True Link
Provides payment, card, and trust-account solutions for older adults, people with disabilities, and those needing fiduciary oversight, helping caregivers and fiduciaries manage finances while preventing fraud and financial abuse.
Industry: Fintech Infrastructure
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn