We’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months.  Responsibilities: Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Qualifications: Eligibility requirements: • MBA completion within the previous 24 months -or- • Prior management or business owner experience • Preferred but not required to apply: • Life and Health License • FINRA registrations; SIE, Series 6 or 7 • Previous sales experience  Compensation: $40,000 - $80,000 yearly

• In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.