Managing Director (Player/Coach Role) We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals. We are a team of top-tier professionals who collaborate closely and bring a wide range of specialized expertise to the table — all to better serve clients with holistic, high-quality advice. Our firm is known for its family-like culture, where people genuinely support one another, and turnover is extremely rare. What sets us apart is the built-in support system — our leadership team is actively involved in recruiting top talent, allowing you to stay focused on high-impact activities like client meetings, business development, and team coaching. With access to proven marketing lanes, you'll have the tools to consistently generate leads and help your team do the same. If you're looking to take your practice to the next level while elevating others along the way, this role is for you. Responsibilities: • Build and maintain book of business through client acquisition, planning, and relationship management • Lead, coach, and mentor a team of financial professionals to drive performance and development • Earn override compensation based on your team’s production while continuing to develop your personal practice • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding • Run regular training sessions to enhance advisor skills and share best practices • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiatives Qualifications: • Proven track record of success in financial services, insurance, wealth management, or a related industry • Minimum of 5 years of experience as a financial advisor or in a sales leadership role • Strong ability to lead, mentor, and inspire others • Self-motivated with a passion for growth, both personally and as a leader • Excellent communication and relationship-building skills • Active life/health insurance license and relevant securities licenses (or willingness to obtain) • Desire to build something bigger than yourself and leave a lasting impact Compensation: $150,000 - $200,000+ Base + Commission

• Build and maintain book of business through client acquisition, planning, and relationship management • Lead, coach, and mentor a team of financial professionals to drive performance and development • Earn override compensation based on your team’s production while continuing to develop your personal practice • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding • Run regular training sessions to enhance advisor skills and share best practices • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiatives