Managing Director - Wealth Management

Job Description

Job Description

Birmingham does not need another financial services office. It needs the right leader to build one.

TruOak Financial Partners is expanding into Birmingham, and we are looking for an experienced financial professional to lead the market from the ground up.

This is not a role where you inherit someone else’s team or simply manage existing production. You will have the opportunity to recruit and develop advisors, grow your career, establish TruOak’s presence in Birmingham, and help shape the culture and direction of the market.

We are looking for a proven advisor and leader who is ready for greater ownership, stronger support, and a genuine opportunity to build.

As Managing Director, you will lead from the front by producing, recruiting, coaching, and developing financial advisors. You will work directly with TruOak’s leadership team and have access to the training, infrastructure, resources, and support of a growing firm while maintaining the autonomy to build a successful local operation.

If you have been preparing for the opportunity to lead your own market, this may be the role you have been waiting for.

• Base salary of $75,000 to $150,000 , based on experience

• Performance-based bonus opportunities

• Medical benefits, vision benefits, and dental benefits

• 401(k)

• Hybrid work environment

• Leadership support and resources to grow the Birmingham market

This opportunity is for someone ready to take ownership of a market and build something that lasts. If that sounds like you, we would welcome the conversation.

$75,000 - $150,000 Plus Commissions

• Launch and lead TruOak Financial Partners’ Birmingham presence

• Recruit licensed and aspiring financial advisors

• Coach, mentor, and develop advisors at different stages of their careers

• Maintain personal production and continue serving clients

• Drive advisor growth, market development, and overall production

• Build a culture centered on accountability, collaboration, and purpose

• Develop relationships within the Birmingham business community

• Partner with firm leadership on recruiting, training, and expansion strategy

• Five or more years of experience in financial services, insurance, wealth management, or advisor leadership

• Active Life and Health license required

• Active Series 7 registration required

• Series 65, 66, or 63 preferred

• Demonstrated success in production, recruiting, coaching, or advisor development

• Strong leadership, communication, and relationship-building skills

• Business mindset with the ability to build and lead a market

• A desire for meaningful responsibility, not simply another management title

TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.

As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.

TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.