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A strong next step should give you more room to serve clients and the right support to build your practice.
At TruOak Financial Partners, we work with advisors at different stages of their careers. You may be an experienced advisor looking to broaden your capabilities or grow a team. You may be newer to financial services and ready to develop your skills with experienced leaders. We’ll start by learning what you want to accomplish and what would help you get there.
Our Southeast roots trace back to 1896. More than 30 advisors joined TruOak in 2026, from early career professionals to experienced producers, team leaders, and independent practice owners. We’re growing in Sandy Springs and would like to meet advisors ready for their next stage.
What you can build here• A practice shaped around your goals. Develop your professional brand, strengthen client relationships, and explore building a team or moving into leadership.
• Support for complex opportunities. Work with experienced leaders and planning resources on client conversations, complex cases, and next steps.
• More ways to serve clients. Work across insurance, investments, retirement strategies, and financial planning within the scope of your licenses and registrations.
• Resources behind your growth. Get support from planning, marketing, compliance, and recruiting teams as you develop your practice.
• Experiences worth looking forward to. Eligible advisors may participate in four firm paid trips each year, including two international destinations. Program requirements apply.
The roleThis is a hybrid, production based Financial Advisor role in Sandy Springs. You’ll build relationships, develop new business, understand clients’ goals, and take ownership of your results, with firm resources and leaders available to support your work.
Estimated annual earnings at plan: $95,000 to $110,000. This is a production based opportunity, not a guaranteed salary. Actual earnings vary based on production, experience, licensing, and the applicable compensation package.
Medical, dental, vision, and 401(k) benefits are available, subject to eligibility and plan terms.
Start with a conversationTell us what you want your practice to do next, where you feel held back, and what kind of support would make a difference. That’s where we’ll begin.
Compensation:$95,000 - $110,000 at plan commission per year
• Grow your practice through referrals, networking, professional relationships, and consistent business development
• Learn about clients’ circumstances, priorities, and goals, then develop appropriate recommendations
• Help clients implement insurance, investment, savings, and retirement strategies within the scope of your licenses and registrations
• Collaborate with firm leaders and planning resources on client opportunities and complex cases
• Review client strategies, maintain strong relationships, and provide proactive service
• Maintain appropriate documentation and follow applicable compliance requirements
• Strong relationship building, communication, and client service skills
• Interest in developing new business and building a financial services practice
• Openness to coaching, collaboration, and continued professional growth
• Comfort with compensation tied to production and accountability for growing a practice
• Previous experience as a financial advisor, planner, consultant, or other financial services professional is welcome. Early career candidates are encouraged to apply.
• A Life and Health license is preferred. Licensing support is available. A license is required before conducting insurance business.
• SIE, Series 7, and Series 66 registrations are preferred. Required registrations must be obtained within the first year if not already held.
• A bachelor’s degree in finance, business, or a related field is preferred
• Authorization to work in the United States. Visa sponsorship is not available.
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.