We are seeking a detail-oriented and proactive professional to join our team in a multifaceted support role spanning Insurance, Investments, and Firm‑Wide Operations. This position plays a critical part in ensuring smooth day‑to‑day operations, delivering exceptional client experiences, and supporting our advisors. The ideal candidate will be a strong communicator, highly organized, and comfortable working in a dynamic, fast‑paced environment. This role has the opportunity to evolve and grow in scope and impact as our insurance and investment departments grow in the coming years. Our office is located in Minnetonka, MN. Our address is 10900 Wayzata Blvd. Suite 730 Minnetonka, MN 55305. Responsibilities: Insurance & Investment Services • Develop mastery of core operational systems (account opening, servicing, etc.) • Address and resolve all incoming firm‑level client inquiries related to insurance & investments • Assist with introducing the appropriate advisor based on each client’s needs • Design and execute client engagement strategies • Review and follow up on any outstanding issues related to advisor compensation • Serve as a solution‑oriented troubleshooting resource for our advisors and their teams related to operational issues • Assist the Director of Wealth Management with coordinating training meetings and events • Support the onboarding and development of new investment advisors • Assist candidates in preparing for investment certification exams • Provide general support to the firm as needed Firm‑Wide Operations • Help support planning and preparation for firm‑wide events • Support firm‑wide compliance initiatives • Handle firm mail needs and manage incoming customer inquiries across email, the website, and other channels Qualifications: Preferred Skills: • Exceptional organizational skills with the ability to multitask and prioritize effectively • Demonstrated commitment to delivering outstanding customer service • High attention to detail and accuracy • Proactive and self‑motivated problem solver • Proficiency in computer programs, including Microsoft Excel, Word, and Outlook Requirements: • Hybrid: 3 days in-office per week • At least 1 year of experience in the financial services industry (3+ years preferred) • Life, Accident & Health Insurance License • Series 6 & 63 required (or 7/66) Compensation: $60,000 - $90,000 Dependent on Experience

• Insurance & Investment Services • Develop mastery of core operational systems (account opening, servicing, etc.) • Address and resolve all incoming firm‑level client inquiries related to insurance & investments • Assist with introducing the appropriate advisor based on each client’s needs • Design and execute client engagement strategies • Review and follow up on any outstanding issues related to advisor compensation • Serve as a solution‑oriented troubleshooting resource for our advisors and their teams related to operational issues • Assist the Director of Wealth Management with coordinating training meetings and events • Support the onboarding and development of new investment advisors • Assist candidates in preparing for investment certification exams • Provide general support to the firm as neededFirm‑Wide Operations • Help support planning and preparation for firm‑wide events • Support firm‑wide compliance initiatives • Handle firm mail needs and manage incoming customer inquiries across email, the website, and other channels