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.

• 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.