About Us: We are dedicated to helping individuals and families achieve financial security and build wealth through smart investment strategies. We are looking for a motivated and coachable Investment Planner to join our team. No prior experience in financial services is required—we provide comprehensive training to set you up for success. Benefits: • Competitive income potential with industry-leading performance-based incentives. • Flexible remote work environment. • Full training and mentorship provided—no prior financial background needed. • Opportunities for professional growth and certification support. • Access to cutting-edge financial tools and resources. • Stock / Equity options Responsibilities: • Provide personalized investment guidance tailored to clients' financial goals. • Learn and apply proven investment strategies through company training. • Educate clients on various investment options. • Conduct virtual consultations, webinars, and presentations to engage and inform clients. • Build long-term relationships with clients by offering ongoing financial guidance and support. • Ensure compliance with all regulatory requirements and company policies. Qualifications: • No prior financial services experience required—training provided! • Strong communication and interpersonal skills to build trust with clients remotely. • Eagerness to learn and adapt to investment strategies and market trends. • Self-motivated with a passion for helping others achieve financial success. • Basic proficiency with digital communication tools and a willingness to learn financial software. • Minimum 18 years of age. • Legal U.S. Resident, Citizen, or Work Permit with SSN. • A background check required. • Able to complete licensing requirements within 30 days. • An entrepreneurial spirit is key. Compensation: $150,000 yearly - At plan commission

• Provide personalized investment guidance tailored to clients' financial goals. • Learn and apply proven investment strategies through company training. • Educate clients on various investment options. • Conduct virtual consultations, webinars, and presentations to engage and inform clients. • Build long-term relationships with clients by offering ongoing financial guidance and support. • Ensure compliance with all regulatory requirements and company policies.