Are you an ambitious professional ready to take your career to the next level? We’re offering an exciting opportunity in Houston, TX, for driven individuals looking to rapidly advance into management. Start as a Financial Specialist Begin your journey in financial advisory by gaining invaluable hands-on experience. As a Financial Specialist, you'll work closely with clients to provide tailored financial strategies while building a strong foundation for leadership. Accelerate to Associate Partner in 12 Months Our fast-track program is designed to elevate top performers into the role of Associate Partner within just 12 months. You’ll be empowered to lead, influence, and make a real impact. What We Offer: • Comprehensive Six-Month Training Program : Structured learning with educational resources, practical tools, and real-world applications. • Mentorship & Ongoing Support: Learn from seasoned professionals committed to your success. • Clear Leadership Path : Build and lead your own financial practice alongside a team of certified experts. • Growth-Oriented Environment : Be part of a culture that rewards ambition, integrity, and excellence. Responsibilities: • Develop and execute forward-looking strategic plans that align with organizational goals and drive sustainable business growth. • Inspire and empower teams to perform at their best, fostering collaboration, accountability, and continuous improvement. • Analyze market trends and monitor competitive activity to uncover new opportunities and guide strategic innovation. • Partner cross-functionally with internal stakeholders to optimize processes, elevate service quality, and enhance the overall customer experience. • Deliver insights through comprehensive reports and presentations to senior leadership, highlighting key metrics, milestones, and strategic results. Qualifications: • The ideal candidate will demonstrate a distinguished record of achievement in executive or managerial positions, with clear success in directing and optimizing business operations. • An MBA or equivalent advanced degree is strongly preferred. Compensation: $110,000 - $150,000 yearly

• Develop and execute forward-looking strategic plans that align with organizational goals and drive sustainable business growth. • Inspire and empower teams to perform at their best, fostering collaboration, accountability, and continuous improvement. • Analyze market trends and monitor competitive activity to uncover new opportunities and guide strategic innovation. • Partner cross-functionally with internal stakeholders to optimize processes, elevate service quality, and enhance the overall customer experience. • Deliver insights through comprehensive reports and presentations to senior leadership, highlighting key metrics, milestones, and strategic results.