Grow Your Financial Advisory Practice—With the Right Support You don’t have to build your practice alone. As client needs become more complex, delivering truly comprehensive financial guidance requires deeper expertise, stronger infrastructure, and the right strategic support. Our industry-leading platform is designed to help experienced Financial Advisors expand their impact, elevate client service, and accelerate the growth of their practice. We provide the structure, resources, and partnership you need to succeed. What We Offer • Teaming & Practice Development Platform • Advanced Business Development • Concierge-Level Advisor Support • Specialized Expertise • Innovative Tools & Solutions Why Join Us We are committed to helping established or entry-level advisors thrive through: • Expanded Influence – Grow your impact with families, businesses, and communities • True Partnership – Your voice is valued and supported • Clear Path to Growth – Structured guidance to help you achieve your long-term vision • Transparency – Straightforward, honest collaboration • Innovation – Continued investment in tools and technology • Flexibility – Build your practice in a way that aligns with your goals If you’re an experienced, forward-thinking Financial Advisor ready to elevate your practice, we invite you to connect with us. Let’s build the next stage of your success—together. Responsibilities: • Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals. • Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness. • Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives. Qualifications: • Authorized to work in the United States. • No need for visa sponsorship. • Must be a local candidate. • Obtain licensure prior to start: Life & Health, SIE, and 66. • Prior sales experience and/or bachelor's degree. Compensation: $70,000 - $150,000 yearly

• Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals. • Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness. • Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.