[{"@context":"https://schema.org","@type":"JobPosting","title":"Senior Investment Advisor, Business Development - California","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 $100M in assets we manage today for professional fiduciaries and their clients, and growing well beyond it.
Provide investment consultations and platform demos to prospective professional fiduciary clients.
Engage existing fiduciary","datePosted":"2026-09-01","employmentType":"FULL_TIME","hiringOrganization":{"@type":"Organization","name":"True Link","sameAs":"https://www.truelinkfinancial.com/"},"url":"https://jobs.ashbyhq.com/truelinkfinancial/16327c2c-a47f-4e1b-b9df-5c7d97f96324","jobLocationType":"TELECOMMUTE","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote - in US"}}},{"@context":"https://schema.org","@type":"JobPosting","title":"Principal Product Designer","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.
Design plays an important strategic role at True Link. We're looking for a Principal Product Designer to join our lean and senior product team as a senior individual contributor. Someone who can operate with a high degree of independence, lead customer insight and research initiatives, and own design quality across two of our core business lines. You’ll act as a design consultant, identifying and advocating for high impact areas per the company OKRs, and for strategic focus to bring customer insights to the table and improve the user experience, in addition to supporting in-flight product initiatives.
You'll work day-to-day with our product managers and engineering leads, reporting to the Head of Design. With you, it will be a design team of two; so high autonomy, but still someone to collaborate with. This isn't a role where you'll wait to be handed a brief - you'll be expected to identify what questions need answering, go get the answers, and translate insight into design decisions that move the product forward.
Our users are wonderfully complex and our products solve real, meaningful problems. We are proud to serve family caregivers, professional fiduciaries, trust administrator","datePosted":"2026-06-02","employmentType":"FULL_TIME","hiringOrganization":{"@type":"Organization","name":"True Link","sameAs":"https://www.truelinkfinancial.com/"},"url":"https://jobs.ashbyhq.com/truelinkfinancial/790972da-861c-425d-9175-a0053f71e63e","jobLocationType":"TELECOMMUTE","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote - in US"}}}]

True Link

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