---
title: 'Senior Investment Advisor, Business Development - California Fiduciaries at True Link Financial'
canonical: 'https://feeny.ai/job/senior-investment-advisor-business-development-california-fiduciaries-true-link-4g5662rnfrmk'
type: 'job'
last_seen: '2026-10-15'
---

# Senior Investment Advisor, Business Development - California Fiduciaries at True Link Financial

- **Company:** True Link Financial
- **Location:** IN, CA
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-01
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.ashbyhq.com/truelinkfinancial/16327c2c-a47f-4e1b-b9df-5c7d97f96324

## Job description

We are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions – people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. We get to wake up every day knowing our work has a profound impact on our customers’ lives, and we run the business with the discipline to keep doing it for the long haul. That track record has earned us a spot on the Forbes Fintech 50 and the Inc. 5000 list of America’s fastest-growing companies for the last two years.

We’re looking for an experienced senior financial advisor to drive growth of True Link’s investment advisory services for professional fiduciary clients. This person will leverage True Link’s strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients. We’re seeking candidates who are excited to bring their investment advisory experience, along with a desire to be entrepreneurial and grow a business that will have meaningful impact on clients’ lives. This is a hands-on leadership role, where you’ll take the business line to scale and collaborate cross-functionally on this important work. This role is ideally based in California.

## What You'll Do

- Lead relationship development with professional fiduciaries across California, building on the more than $2B in assets we manage today, and growing well beyond it.
- Provide investment consultations and platform demos to prospective professional fiduciary clients.
- Engage existing fiduciary clients on planning and account updates, including leading quarterly investment reviews.
- Develop investment recommendations and reassess investment strategies as client needs evolve.
- Steward our relationship with the Professional Fiduciaries Association of California (PFAC). Develop presentation and educational content for conferences and help shape our business development strategy.
- Represent True Link at PFAC conferences and chapter meetings throughout the state.
- Collaborate cross-functionally across True Link with our client services, operations, and new account opening teams.
- Travel at least ~30% of the time, primarily within California.

## Who You Are

- 10+ years of client-facing investment advisory experience
- Track record of building strong client relationships and leading significant asset growth in a business development role
- Preference for experience working with professional fiduciary clients in California and an existing network in these communities
- Excitement about learning and teaching new technology platforms
- Experience working with trust companies and attorneys a plus
- Entrepreneurial mindset, eager to test and learn
- Series 65 or Series 7 / 66 required within 90 days of hire
- Preferred qualifications: CFP certification, knowledge of special needs trusts and trust administration, ChSNC certification

## Why You'll Love Us

- We operate with the pace of a startup, the rigor of a financial services firm, and the mission-orientation of a company that deeply cares about the people it serves.
- With fifty million Americans in our addressable market, we are building for the millions of people who need our products and services across the country - and we’ve got the potential to reach many more.
- We have the privilege of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners love us, and we love them back. You can sleep soundly every night knowing you are doing a great thing by getting our services into more hands.
- We treat one another like we treat our customers: with respect and dignity. Diversity, equity, and inclusion are cultural values we take very seriously, and we welcome and recruit team members of all backgrounds and identities.
- We offer competitive wages, health, dental & vision coverage, paid parental leave, 12 paid holidays each year, your own professional development budget, and generous vacation.
- The majority of us work from home from all across the US, and we enjoy connecting virtually for laughs with teammates and meeting up in-person: we have small offices in SF and in Kingston NY, and we plan team get-togethers around the country.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our team.

## About True Link Financial

## Company Overview
- **One-liner**: True Link Financial provides financial technology and services to help protect and manage the finances of older adults, people with disabilities, and those in recovery.
- **Entity Type**: Private (Venture-backed)
- **Headquarters**: San Francisco, CA, USA
- **Founded**: 2011
- **Founders**: Kai Stinchcombe

## Core Business
- **Primary industry**: Financial Services / Fintech
- **Target customers**: B2B and B2C; serves families, fiduciaries, non-profits, government agencies, and banking partners who care for vulnerable populations (older adults, people with disabilities, people in recovery).
- **Mission**: To provide life-changing financial solutions for people with complex needs and the people who care for them.

## Products & Services
- **True Link Visa® Prepaid Card**: A customizable prepaid card that allows administrators (family members, fiduciaries, non-profits) to set spending rules across 50+ categories, block specific vendors, and control cash access. Provides real-time alerts and transaction-level visibility for the administrator, while preserving independence for the cardholder.
- **True Link Financial Advisors, LLC (Investment Management & Trust Administration)**: Offers specialized investment management and trust administration services for vulnerable populations, serving non-profit trustees and managing pooled trusts.
- **Rep Payee Services**: Solutions for representative payees to manage and distribute funds for beneficiaries, with built-in reporting to assist with SSA audits.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company).
- **Key Metric**: $1.67 billion in assets under management (AUM) as of 2026; $175 million in fraud prevented yearly; serves 250,000+ families and 300+ non-profits.
- **Notable Investors/Partners**: Venture-backed (specific lead investors not named in available materials). Partners include 250+ banks and trusts, 75 government agencies, and 300+ non-profits.
- **Growth Signals**: 86 team members across 21 U.S. states (as of 2026); 10+ years in operation; 97% client recommendation rate; serves 27,000+ trust beneficiaries and 36+ pooled trusts.

## Competitive Advantages
- **Deeply Niche, Mission-Driven Focus**: Serves a highly specific, underserved market (older adults, people with disabilities, people in recovery) that most large financial institutions neglect, creating a strong brand and customer loyalty.
- **Customizable Spending Controls**: Offers granular, category-level spending rules (50+ categories) that go far beyond typical prepaid card offerings, providing a unique blend of independence for the user and control for the administrator.
- **Integrated Ecosystem**: Combines a prepaid card, investment management, and trust administration into a single platform, creating a sticky, all-in-one solution for caregivers and professionals.
- **High Trust & Regulatory Moat**: Works with government agencies (SSA audits), non-profits, and fiduciaries, building a high-trust, regulated business that is difficult to replicate.

## Strategic Focus
- **Product Expansion**: Continuing to build out the financial product suite to serve the 11 million people who need their services, likely expanding beyond the prepaid card into more comprehensive financial management tools.
- **Scaling Impact**: Growing the number of families, non-profits, and government agencies served, while maintaining high customer satisfaction (97% would recommend).
- **Talent & Culture**: Building a distributed, values-driven team (86 people in 21 states) focused on inclusion, humility, caring, excellence, and ambition.

## Why Work Here
- **Mission-Driven Impact**: Employees have a direct, profound impact on vulnerable populations, with customer testimonials like "Your company saved my marriage" and "If not for True Link my Son would have returned to substance use."
- **Culture & Values**: Certified as a Great Place to Work® (91% of employees say it's a great place to work vs. 57% U.S. average). Values include Inclusion, Humility, Caring, Excellence, and Ambition.
- **Flexibility**: Remote-first company with employees in 21 states; also has small offices in San Francisco, CA and Kingston, NY for in-person connection.
- **Competitive Compensation**: Offers competitive salary, early-stage equity, comprehensive health benefits, paid parental leave (100% base pay), and professional development funds.
- **Strong Team Culture**: Described as a "friendly, distributed team" that celebrates milestones and personal victories; values-driven with a focus on being a "continuously more welcoming and more just community."

## Sources
1. [truelinkfinancial.com](https://www.truelinkfinancial.com/)
2. [truelinkfinancial.com/about-us](https://www.truelinkfinancial.com/about-us)
3. [truelinkfinancial.com/about-us/careers](https://www.truelinkfinancial.com/about-us/careers)
4. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/truelinkfinancial)
5. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7040143)

## Other roles at True Link Financial

- [Principal Product Manager](https://feeny.ai/job/principal-product-manager-true-link-financial-in-yt8cckt7fe0b) — IN, United States
- [Principal Product Designer](https://feeny.ai/job/principal-product-designer-true-link-financial-in-wy7fc6062as1) — IN, United States