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

- Company: True Link
- What the company does: True Link Financial, Inc., provides life-changing financial solutions for people with complex needs and those who care for them. Backed by a16z and Y Combinator.
- Company website: https://www.truelinkfinancial.com/
- Type: Startups
- Level: Senior
- Location: Anywhere in California
- Work setup: Remote
- Posted: 2026-09-01
- Apply by: 2026-10-16
- Apply: https://jobs.ashbyhq.com/truelinkfinancial/16327c2c-a47f-4e1b-b9df-5c7d97f96324
- Page: https://www.1752.vc/careers/jobs/true-link-senior-investment-advisor-business-development-california-fiduciaries/

## About the role

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.

## What they're looking for

- 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

Tags: Investment Platform