Role Description The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include: - Establish and maintain new client relationships. - Establish priorities/goals and meet timelines/deadlines for new client acquisition. - Develop existing client relationships with excellent verbal and written communication. - Present client reports and organize/run client meetings. - Participate as an active member of the Investment Committee. - Work with other team members to deliver exceptional client service. - Assist in financial planning process and implement recommendations with other advisors. - Rebalance portfolios, create recommendations, and implement strategy. - Ensure that client portfolios are managed according to the asset allocation as agreed upon by the client and Relationship Manager and as documented in the Investment Policy Statement (IPS). - Maintain basic knowledge of significant software applications (Orion, Redtail, and Microsoft Office). - Develop new processes and procedures when necessary to meet expected and required client service levels and client requests. - Stay current with changes in regulatory rules and regulations and industry practices. - Assist in the strategic development of the department. - Maintain confidentiality of sensitive client and department information and issues at all times. Qualifications - Bachelor’s degree - Financial accreditations: CPA, PFS, CFP®, or CFA® - 7+ years of relevant financial planning and investment experience - Impeccable reputation in the securities industry with excellent regulatory history - Proficiency with Envestnet/Tamarac, Junxure (Preferred) - Securities 65 or 66 license (Preferred) Requirements - Significant experience with managing complex, individual and corporate client relationships. - Excellent problem solving and critical thinking skills and the strong ability to multi-task. - Experience in acquiring and servicing wealth management clients. - Strong presentation and/or public speaking skills and written communication skills. - Proven team member management and interpersonal skills. - Positive, self-starter attitude and desire to exceed expectations at every opportunity. - Strong attention to detail, highly organized and focused on work quality. - Knowledge of operations for wealth management firm/Registered Investment Advisor (RIA). - Strong aptitude to learn, implement and use new software. Benefits - Competitive Compensation - Salary range: $121,265 - $170,000 - Final offer based on location, experience, skills, licensure, and business need - Pay transparency is central to our commitment to equity and fairness - Comprehensive Benefits - Medical, Dental, Vision, Life, AD&D, and Disability Insurance - HSA and FSA options - 401(k) with employer match - Wellness & Time Off - Monthly wellness reimbursements (e.g., gym, health apps, training) - Flexible PTO, Paid Sick Time, and 10 paid holidays - Growth & Development - Access to REDW’s Spiirall learning platform - Support for credentialing and licensure exams - Personalized development resources and longevity awards - Remote Work Support - Annual $150 work-from-home gear allowance - Essential technology and tools provided - Inclusive, Award-Winning Culture - Recognized for excellence in Compensation, Remote Work, and Training - Committed to diversity, equity, and inclusion in all we do

Role Description The Florida Specialty Underwriter is responsible for reviewing new business, endorsements, renewals, and underwriting transactions to evaluate risk, ensure compliance with company guidelines, and support profitable underwriting decisions. This role requires strong knowledge of Florida property and casualty insurance, sound judgment, attention to detail, and the ability to communicate professionally with agents, brokers, policyholders, and internal teams. This position is currently remote. Candidates must be able to work standard business hours, maintain a professional remote work environment, and meet productivity, quality, and confidentiality expectations. Essential Duties and Responsibilities - Review new business applications, endorsements, renewals, and related underwriting transactions to evaluate risk acceptability and policy eligibility. - Analyze underwriting information, including loss history, audit results, policy documentation, inspection findings, and other supporting reports. - Evaluate risks for compliance with company underwriting guidelines, policy provisions, and applicable regulatory requirements. - Make sound underwriting decisions to accept, modify, price-adjust, reject, non-renew, or cancel policies based on risk assessment. - Review discounts, credits, surcharges, exclusions, and other rating or policy factors for accuracy and compliance with company standards. - Identify unclear, incomplete, or conflicting information and request additional documentation from agents, brokers, or other appropriate parties. - Communicate underwriting decisions, documentation needs, and policy actions professionally and timely to agents, brokers, policyholders, and internal teams. - Document underwriting decisions clearly, including the basis for approvals, rejections, cancellations, pricing changes, exclusions, or other policy actions. - Initiate underwriting cancellations or insured-requested cancellations in accordance with company guidelines, policy terms, and applicable regulations. - Conduct peer reviews in a professional, objective, and constructive manner to support accuracy, consistency, and compliance. - Manage a high-volume workflow while maintaining quality, attention to detail, professionalism, and service standards. Qualifications - Florida 2-20 Property and Casualty General Lines License. - 3 or more years of experience in the Florida insurance industry preferred. - Knowledge of underwriting guidelines, forms, procedures, regulations, coverages, and business processes. Preferred Qualifications - Strong verbal and written communication skills, with the ability to convey underwriting decisions clearly and professionally. - Excellent analytical, problem-solving, and decision-making skills with strong attention to detail. - Working knowledge of insurance forms, procedures, regulations, coverages, and business processes for assigned programs. - Proficiency in Microsoft Word, Excel, Windows-based applications, internet research, and related business systems. - Ability to exercise sound judgment, evaluate information objectively, and communicate recommendations or opinions with confidence. - Ability to work effectively in a fast-paced, high-volume environment while managing multiple priorities and deadlines. - Customer-focused approach with the ability to demonstrate professionalism, empathy, and responsiveness. - Ability to participate in and respond to peer reviews in a professional, constructive, and collaborative manner. - Strong interpersonal skills with the ability to work independently and as part of a team. Benefits - 401(k) Retirement Savings Plan with employer match. - Comprehensive Medical, Prescription Drug, Vision, and Dental Insurance. - Paid Time Off, Holidays, and Leave programs. - Flexible spending accounts. - Basic Life Insurance and Voluntary Life/ADD. - Voluntary Short Term and Long-Term Disability.

• Serve as a strategic thought partner at the intersection of finance, data, and commercial decision-making. • Own high-visibility analytical programs that directly shape pricing strategy, assortment investment, and category portfolio decisions—operating with a high degree of autonomy. • Influence senior leadership and cross-functional teams across Merchandising, Marketing, Supply Chain, and FP&A.

• Manage and maintain the client business accounts and serve as a resource to clients and their families regarding treatment funding options. • Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments. • Conduct individual case benefit negotiations with the guidance of the supervisor. • Provide information for staff relating to client financial information. Notify staff as to proper funding classification per current procedures. • Conduct registration with all new/returning clients, including, but not limited to, concurrent documentation in EHR of demographic information, reviewing and ensuring completion of opening paperwork, and effective communication to clients and staff regarding admission- site specific. • Conduct Medicaid/Medicare or other insurance coverage verification and confirm/update Financial Eligibility and Authorizations (as applicable) on all new clients and at least once/month on all open clients. • Assist clients with the Medicaid Application process as needed and applicable. • Coordinate payment activities consistent with patient/agency agreement. Receive client payments and maintain accurate payment handling and documentation according to current SOP. • Maintain accurate funding documentation as related to daily census activity as applicable. • Assist clients with the Patient Assistance application process and track the granting and application of Patient Assistance funds. • Complete Medicaid/Managed Medicaid/Commercial Insurance authorization requests timely per SOP. • Enter into EHR authorizations for all guarantors as applicable. • Provide appropriate documentation and reports designed to assist in fiscal management of the agency. • Understand and comply with all of the principles established by the Rosecrance Corporate Compliance Program and Code of Conduct. • Perform all responsibilities in compliance with the mission, vision, values and expectations of Rosecrance. • Deliver exceptional customer service consistently to every customer. • Serve as a role model for other staff, clients and customers and demonstrate positive guest relations in representing Rosecrance. • Assume other related responsibilities as assigned by management.