Tax & Wealth Solutions Wholesaler

Registered Representative – Tax & Wealth Solutions Wholesaler 1099 Partner Opportunity About Exemplar Companies Exemplar Companies is a values-driven professional services firm built on a quadruple bottom line philosophy: people, purpose, profit, and impact. We partner with entrepreneurial professionals who want to build meaningful businesses while leveraging the support, infrastructure, and collaborative network of a national platform. Our integrated platform brings together tax, wealth management, insurance, legal, business advisory, and strategic consulting to help business owners, entrepreneurs, executives, and high-net-worth individuals make better financial and tax-informed decisions. At Exemplar, professionals have the freedom to build their own business while leveraging the resources and expertise of a broader professional network. Position Summary Exemplar Companies is seeking an experienced Registered Representative – Tax & Wealth Solutions Wholesaler to develop relationships with financial advisors, CPAs, tax professionals, RIAs, broker-dealers, and other professional referral sources. This individual will focus on identifying opportunities where tax planning, wealth management, alternative investments, private placements, insurance, and other financial strategies can work together to help clients achieve their financial and tax objectives. The ideal candidate understands how tax considerations influence investment and wealth decisions and is comfortable wo