VP Financial Advisor

Job description

This is a unique opportunity for a strong financial professional to transition from individual contributor to building a technology-based financial enterprise. This role includes many hats from personalized financial advising to pitching enterprise partnerships to working on product  with the engineering team. It’s exciting, it’s fast-paced, it’s intense, and if you love helping good people make sound decisions about their financial future, this might be the right role for you.

So why is a great financial planner an asset to True Link Financial? We have spent years building an algorithm that helps invest assets for retirees. We zero-in on one of the largest and most underserved niches in the country because we know we have created an improvement to the current solutions. And we can do it at scale. That doesn’t mean, though, that software is everything. Our greatest asset is the human touch of some of the greatest minds in fintech, all passionate about truly helping an underserved group gain financial independence. If you can get on board with this, we can get on board with you.

We’ll also expect you to be a big part of the software/algorithm development process as well as relay ongoing feedback to the rest of the business development team. This is much more than a solo contributor or typical independent advisor role.

The ideal candidate will:

  • Have proven Consumer-Direct Investment Advisory sales skills
  • Be comfortable and experienced in all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization
  • Be open and comfortable executing sales virtually/remote
  • Maintain appropriate policies & procedures for regulatory-driven requirements and possess a clean U4 record
  • Familiarity with trust law and advisory of assets held in trust
  • Expertise and current knowledge of investment products and services
  • Have exceptional verbal and written communication skills combined with active listening
  • Have a proven track record (and references) in relationship management and customer satisfaction
  • Can maintain sales operations efficiently; independently follow-up with their leads on a regular basis
  • Have experience with client operational aspect of investment advisory (client intake, ACAT, IRA distributions/rollovers)
  • Be inspired by working for a mission-driven startup and have a strong preference for it
  • Series 65 or equivalent required

We’re offering a competitive salary and benefits, a meaningful equity stake, lunches and snacks, and the unique opportunity to work with a high-performing, mission-driven team.

This role is full-time and based in San Francisco. For people who are parents or caregivers, we know that’s truly your most important priority and will make sure you have a schedule that works for you. Our team strives for true inclusion, since we know what it's like to be underrepresented in tech. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


To apply for a job, email jobs@truelinkfinancial.com

About True Link

We are a mission-driven, venture-backed startup growing quickly into a large financial enterprise. We solve complex, life-changing problems for older adults, who are often neglected by the financial services industry but make up a large and fast-growing percentage of the population.

It is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives, whether it’s our True Link Visa Debit Card saving a retiree from losing thousands of dollars of her savings to scams and fraud or our True Link Financial Advisory service making sure a 65-year-old has a smart financial plan for living twenty years longer than they ever expected.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our San Francisco-based team. (TL DR: No bozos, no jerks.)

To apply for a job, email jobs@truelinkfinancial.com.
We’re always hiring, so be sure to follow us on Facebook and Twitter to stay updated.

The Perks

  • Competitive salary
  • Early-stage equity
  • Medical, dental, and vision coverage
  • Free catered lunch
  • Annual team retreat and fun team outings
  • Parent-friendly
  • Flexible hours and great vacation benefits
  • Nap room and stocked kitchen
  • Flat org structure
  • Dog-friendly office!