Build a Practice, Not Just a Job At Apogee Financial Partners, you have the opportunity to build your own client base, grow your own brand, and create a practice you can be proud of, with real support behind you. This is not a one-size-fits-all opportunity. We have had more than 30 advisors join our firm this year, including brand new advisors, experienced advisors, top leaders, brokers, and independent DBA owners. People are making the move because they want more freedom, more support, and a better long-term platform to build on. Our advisors have access to tiered, award-winning training designed to meet people where they are and help them keep leveling up. We also have National Life's top 20 producers nationally inside our firm who are actively involved in joint work opportunities, mentorship, development, and training. That gives our advisors real exposure to high-level producers and a chance to learn from people doing it at the highest level. We also invest heavily in culture and recognition. We host events throughout the year for our firm, celebrate performance, create opportunities for advisors to be recognized, and offer four agency-paid trips each year, including two international trips. Advisors who qualify not only earn those experiences but also unlock additional resources and opportunities that can help them keep growing. Hybrid position with full medical benefits, vision, dental, and 401(k) offered. We are looking for licensed, competitive, coachable professionals who want more upside, more autonomy, and a place that feels different from the typical advisor role. Responsibilities: • Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met. • Develop personalized financial plans that align with clients' objectives, leveraging our comprehensive suite of services. • Provide ongoing advice and support to clients, adapting strategies as needed to meet changing circumstances. • Utilize our advanced tools and resources to streamline processes and enhance client interactions, ensuring efficiency and accuracy in all dealings. Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital You’ll fit well here if you’re competitive, coachable, and want income upside tied to performance. • Life & Health Insurance license required (we can support you if you’re in process). • SIE / Series 7 / Series 66 preferred (required within the first year if not currently held). • Strong communication skills and comfort in business development. • Backgrounds that often translate well: sales, BD, real estate, mortgage, banking, insurance, military, athletics, or prior financial services. • Must be a U.S. Citizen or a green card holder. Compensation: $95,000 - $123,000 at plan commission per year

• Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met. • Develop personalized financial plans that align with clients' objectives, leveraging our comprehensive suite of services. • Provide ongoing advice and support to clients, adapting strategies as needed to meet changing circumstances. • Utilize our advanced tools and resources to streamline processes and enhance client interactions, ensuring efficiency and accuracy in all dealings.