About this role
Financial Advisor Managing Director at TruOak Financial Partners. Location: Atlanta, Georgia, United States. Role: leading advisors, recruiting advisors, developing advisors Requirements: 5+ years in financial services or advisor leadership; active Life and Health license, SIE and Series 7 required; Series 66/65/63 preferred; proven recruiting, mentoring, and production ability; strong communication and leadership skills. Category: Finance and Accounting Seniority: Senior Level Certifications: life and health, sie, series 7, series 66, series 65, series 63 Commitment: Full Time Workplace: Onsite Languages: English