Senior Investment Advisor, Business Development - California

We are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions – people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. We get to wake up every day knowing our work has a profound impact on our customers’ lives, and we run the business with the discipline to keep doing it for the long haul. That track record has earned us a spot on the Forbes Fintech 50 and the Inc. 5000 list of America’s fastest-growing companies for the last two years.

We’re looking for an experienced senior financial advisor to drive growth of True Link’s investment advisory services for professional fiduciary clients. This person will leverage True Link’s strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients. We’re seeking candidates who are excited to bring their investment advisory experience, along with a desire to be entrepreneurial and grow a business that will have meaningful impact on clients’ lives. This is a hands-on leadership role, where you’ll take the business line to scale and collaborate cross-functionally on this important work. This role is ideally based in California.

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