We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. Having experience as a financial planner is a plus, but not required. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio. • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines. • Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies. Responsibilities: • Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations • Develop Holistic Financial Plans • Conduct Comprehensive Client Discovery • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions • Present and Implement Insurance Solutions • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans • Deliver Ongoing Advice and Plan Reviews • Ensure Compliance and Fiduciary Integrity • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest • Collaborate with Internal Specialists • Hands-on comprehensive weekly training in the office/ remote Qualifications: • Bachelor's degree in finance or related field • Experience in Financial Planning is a plus • Must be post-graduate • Life and Health License Required • SIE, Series 7, Series 63/65/66/(CFP not required but good to have. Firm-sponsored/ supplied licensing if needed) Compensation: $170,000 - $200,000 at plan

• Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations • Develop Holistic Financial Plans • Conduct Comprehensive Client Discovery • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions • Present and Implement Insurance Solutions • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans • Deliver Ongoing Advice and Plan Reviews • Ensure Compliance and Fiduciary Integrity • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest • Collaborate with Internal Specialists • Hands-on comprehensive weekly training in the office/ remote