Financial Advisor - Trutage Wealth Management

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Advisor – Trutäge Wealth Management based in United States.

This role offers the opportunity to build and grow a meaningful financial advisory practice while serving credit union members across all stages of their financial journey. You will work in a community-focused environment where client relationships and trust are central to success. The position combines relationship management, financial planning, and investment advisory responsibilities with access to a strong referral network. You will support clients in achieving their financial goals using a broad range of investment solutions and planning tools. Backed by robust technology, resources, and open-architecture product access, you will have the flexibility to tailor solutions to individual needs. This is a growth-oriented role designed for advisors who want to expand their business while making a tangible impact on local communities.

Accountabilities

Manage and grow a book of business while providing ongoing financial advice and portfolio guidance to credit union members.
Develop new client relationships through strong referral networks and the credit union’s established member base.
Deliver personalized financial planning and investment solutions aligned with client goals and risk profiles.
Utilize a broad platform of investment products and planning tools to create tailored strategies without proprietary product limitations.
Maintain strong client relationships through proactive communication, trust-building, and long-term financial guidance.
Collaborate with internal teams and leverage organizational resources to enhance client outcomes and business growth.
Ensure all advisory activities comply with regulatory, licensing, and firm requirements.

Requirements

This role requires strong financial advisory experience, regulatory licensing, and the ability to build long-term client relationships in a service-driven, sales-oriented environment. Candidates should be self-motivated, entrepreneurial, and comfortable working within a structured yet flexible advisory model.

Active Series 7 and Series 66 (or Series 63/65) licenses required.
Active insurance license required.
3+ years of experience in investment sales, financial advising, or wealth management.
Strong understanding of investment products, financial planning, and portfolio construction.
Proven ability to develop client relationships and grow a book of business.
Excellent communication, interpersonal, and consultative sales skills.
Strong ethical standards, client-first mindset, and regulatory awareness.
Ability to work independently while leveraging firm resources and technology platforms.

Benefits

Base salary range of approximately $50,000–$60,000, depending on experience and location.
Eligible for uncapped sales incentive compensation based on performance.
Access to a broad open-architecture investment platform with thousands of products.
Proprietary technology tools and advisory support resources.
Established referral network through a strong credit union membership base.
Opportunity to grow and scale a personal advisory practice.
Flexible, client-focused environment with entrepreneurial autonomy.
Support from extensive firm resources, training, and business development expertise.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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Financial Advisor - Trutage Wealth Management

Requirements

Benefits

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