Build a practice, not just a book of business. Some firms give advisors products to sell. Others give them quotas to meet. At TruOak Financial Partners, we give advisors the platform, coaching, resources, and freedom to build something of their own. This is an opportunity for someone who wants to become a complete financial professional. Our advisors work across insurance, investments, retirement strategies, estate planning, and advanced financial concepts. You will learn how these areas work together so you can solve more meaningful problems for your clients and build deeper, longer-lasting relationships. You will not be handed a book of business. You will be taught how to create one. That means developing your network, earning trust, growing your personal brand, and turning relationships into a sustainable advisory practice. You will have experienced leaders, structured training, mentorship, joint-work opportunities, and dedicated support behind you as you grow. More than 30 advisors have joined TruOak this year, including new professionals, experienced advisors, team leaders, brokers, and independent practice owners. They came for different reasons, but many were looking for the same things: greater autonomy, stronger leadership, broader capabilities, and an environment where they would be known and supported. Eligible advisors may also have access to annuity payout opportunities of up to 5%, depending on product, contract, licensing, production, and individual qualifications. This is a hybrid opportunity based in Sandy Springs and includes access to medical, dental, vision, a 401(k), firm events, performance celebrations, and four agency-paid trips each year, including two international destinations. This role is not built around clocking in and waiting for opportunities to appear. It is for someone who is ready to create opportunities, build relationships, and take ownership of their growth. If you want your effort to build something that belongs to you, we should talk. Backgrounds That Often Translate WellSuccessful candidates may come from financial services, insurance, banking, mortgage, real estate, business development, consultative sales, athletics, or military leadership. The common thread is not one specific background. It is the ability to build trust, accept coaching, stay disciplined, and keep moving when results are not immediate. Responsibilities: Develop and maintain a consistent pipeline of prospective clients through networking, referrals, community involvement, and business developmentBuild trusted, long-term relationships by understanding each client’s goals, priorities, risk tolerance, and financial circumstancesCreate and present financial recommendations tailored to individual client needsHelp clients implement appropriate strategies involving life insurance, investments, retirement planning, savings programs, and other financial solutions Qualifications: • Requires a Bachelor’s degree in finance, business administration, or related field • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed You may be a strong fit if you are: Comfortable with business development, networking, and client acquisitionMotivated by income upside tied to performanceInterested in building a long-term career, not just finding another jobLife Health Insurance license required, support available if in processSIE, Series 7, and Series 66 preferred, required within the first year if not currently heldMust be a U.S. Citizen or a green card holderA strong communicator with the confidence to meet new people and build trust Compensation: $95,000 - $110,000 at plan commission per year

• Develop and maintain a consistent pipeline of prospective clients through networking, referrals, community involvement, and business development • Build trusted, long-term relationships by understanding each client’s goals, priorities, risk tolerance, and financial circumstances • Create and present financial recommendations tailored to individual client needs • Help clients implement appropriate strategies involving life insurance, investments, retirement planning, savings programs, and other financial solutions