Exemplar Companies, PBC

• Develop and execute a territory/business development plan focused on tax-efficient wealth and investment solutions
• Build relationships with CPAs, tax advisors, financial advisors, RIAs, broker-dealers, family offices, and other professional referral sources
• Identify opportunities where investment, wealth management, insurance, and tax strategies can work together
• Educate advisors and professional partners on available investment offerings and tax-related considerations
• Develop relationships with business owners, entrepreneurs, executives, and high-net-worth individuals through professional referral networks
• Conduct advisor meetings, presentations, educational events, and networking opportunities
• Identify new opportunities involving alternative investments, private placements, tax-advantaged strategies, and wealth planning
• Work closely with Exemplar's tax, wealth, insurance, legal, and business advisory professionals to identify cross-disciplinary opportunities
• Provide market, investment, and tax-planning insights within applicable regulatory and compliance guidelines
• Maintain accurate CRM activity, pipeline, and relationship records
• Represent Exemplar at industry conferences, CPA events, wealth management events, and other professional networking opportunities
• Help expand Exemplar's network of advisors and professional referral partners

Tax & Wealth Solutions Wholesaler