Are you an experienced Wealth Management Advisor who thrives on providing excellent service to help your clients meet their financial goals? Are you passionate about serving and leading others? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If you are looking to be a part of a supportive team, apply today • 97% Client Retention Rate • #97 on Fortune 100 in 2021 • "World's Most Admired" Company by Fortune Magazine (2021) • Top 125 Companies for Training & Development • Top 5 Independent Broker Dealer by Financial Advisor magazine and InvestmentNews (2020) • Top 50 Companies to Launch a Career with by Business Week • Named one of the “50 Best Companies to Sell For” by Selling Power magazine • Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine • Highest Financial Strength Ratings by Standard & Poor’s, Moody’s, Fitch ratings, and A.M. Best • Over $400 Million in corporate donations through our foundation, with over 455,000 hours of research funded towards a cure for childhood cancer Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Build comprehensive plans and meaningful relationships • Life and Health License • Series 6 & 66, and SIE • The opportunity to pursue leadership and specialized roles • Exceptional income potential, as your hard work will directly relate to your sales results. • Our financial representatives are compensated through commissions, bonuses, repeat business, and client retention • Comprehensive Planning Analysis tools, brokerage, and advisory platforms, as well as wealth management • Client Servicing, Product Sales Support, and Investment Solutions Support through our Financial Planning Services Team (FPS) • Compliance Operations through our Onsite compliance staff within the network office and compliance support in the home office Qualifications: • A pleasant attitude and dependable judgment • Aligns with firm's values: Curiosity, Grit, Gratitude, Authenticity and Inclusivity • Excellent communicator and relationship builder • Ability to work independently with a go-getter mindset • Values a diverse and inclusive environment Compensation: $115,000+

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Build comprehensive plans and meaningful relationships • Life and Health License • Series 6 & 66, and SIE • The opportunity to pursue leadership and specialized roles • Exceptional income potential, as your hard work will directly relate to your sales results. • Our financial representatives are compensated through commissions, bonuses, repeat business, and client retention • Comprehensive Planning Analysis tools, brokerage, and advisory platforms, as well as wealth management • Client Servicing, Product Sales Support, and Investment Solutions Support through our Financial Planning Services Team (FPS) • Compliance Operations through our Onsite compliance staff within the network office and compliance support in the home office