Senior Investment Advisor – Business Development

Job not on LinkedIn

🕒 September 11

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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True Link

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

🏥 Healthcare

💼 Consulting

⚖️ Legal

💰 $35M Series B on 2020-07

Healthcare • Consulting • Legal

True Link is a company that provides financial solutions aimed at protecting spending and preventing fraud for individuals with complex needs and those who care for them. They offer services such as the True Link Visa® Prepaid Card, which enables families and professionals to manage and safeguard the financial resources of vulnerable people, including elders and individuals with disabilities. True Link also manages investment funds and provides trust administration services through its subsidiary, True Link Financial Advisors, LLC. The company serves a wide array of clients, including care agencies, professional fiduciaries, non-profit trustees, and families, offering customizable financial tools and real-time alerts to assist in money management and fraud prevention.

📋 Description

• Drive growth of True Link’s investment advisory services for professional fiduciary clients • Lead relationship development with professional fiduciaries across California • Grow assets managed for professional fiduciaries and their clients • Provide investment consultations and platform demos to prospective clients • Engage existing fiduciary clients on planning and account updates • Lead quarterly investment reviews • Develop investment recommendations and reassess strategies as client needs evolve • Steward the relationship with the Professional Fiduciaries Association of California • Develop presentation and educational content for conferences • Help shape business development strategy • Represent True Link at PFAC conferences and chapter meetings throughout California • Collaborate with client services, operations, and new account opening teams • Travel at least approximately 30% of the time, primarily within California

🎯 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 • Preference for experience working with professional fiduciary clients in California and an existing network in these communities • Excitement about learning and teaching new technology platforms • Experience working with trust companies and attorneys a plus • Entrepreneurial mindset, eager to test and learn • Series 65 or Series 7 / 66 required within 90 days of hire • CFP certification preferred • Knowledge of special needs trusts and trust administration preferred • ChSNC certification preferred • Legally authorized to work in the United States

🏖️ Benefits

• Health, dental, and vision coverage • Paid parental leave • 12 paid holidays each year • Professional development budget • Generous vacation • Remote work from home across the US • Virtual team connection and in-person team get-togethers