Are you an ambitious professional ready to take your career to the next level? We’re offering an exciting chance 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: • Lead client consultations to develop personalized financial strategies that align with their goals. • Collaborate with team members to enhance service offerings and improve client satisfaction. • Analyze market trends to provide clients with informed recommendations and insights. • Manage client portfolios, ensuring they meet performance benchmarks and risk tolerance. • Facilitate workshops and seminars to educate clients on financial planning and investment options. • Mentor junior team members, fostering a culture of learning and professional growth. • Develop and maintain strong client relationships through regular communication and follow-up meetings. 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: $65,000 - $150,000 yearly

• Lead client consultations to develop personalized financial strategies that align with their goals. • Collaborate with team members to enhance service offerings and improve client satisfaction. • Analyze market trends to provide clients with informed recommendations and insights. • Manage client portfolios, ensuring they meet performance benchmarks and risk tolerance. • Facilitate workshops and seminars to educate clients on financial planning and investment options. • Mentor junior team members, fostering a culture of learning and professional growth. • Develop and maintain strong client relationships through regular communication and follow-up meetings.