WestPac Wealth Partners is a wealth management firm committed to assisting clients in every aspect of their financial lives. Our focus centers on the clients’ visions for their future, on creating a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. Fortune Magazine recently recognized WestPac Wealth Partners in two separate features as the best places to work! First, as the #1 Firm in Financial Services and Insurance to work for, as well as the 7th best mid-sized company in the United States to work for. We could not be prouder of our culture! https://fortune.com/best-medium-workplaces/2019/westpac-wealth-partners/ Responsibilities: • Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations • Act as an advocate for your clients; commitment to enhance, enrich, and serve the client base • Implement cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships • Professional Growth: Commitment to engage in a career-long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions • Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets • Learn the necessary selling skills and practices Qualifications: Career Requirements: To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly, you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives: • Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides. • Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams. • Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele, particularly in the initial years. • Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner. Education and Experience: • Minimum 4-year degree. • Entrepreneurial minded with a strong work ethic. • Desire to help others manage and achieve financial security. • The highest level of integrity and ethics. • Strong interpersonal and relationship-building skills with a focus on identifying opportunities and developing strategies. • Affinity for education and professional development. • Goal-oriented with a commitment to personal growth. • Have or will obtain a Series 7 and Series 66 as well as State Life and Health Licenses. Compensation: $75,000 - $100,000 yearly

• Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations • Act as an advocate for your clients; commitment to enhance, enrich, and serve the client base • Implement cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships • Professional Growth: Commitment to engage in a career-long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions • Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets • Learn the necessary selling skills and practices