Hi Z***n, I’m J***e, an HR Recruiter at StrategyBrain. I came across your background as a Private Client Banker at J***e and saw your CFP studies in progress,your expertise in tailored financial strategies and wealth management really stood out. We’re partnering with S***s to hire a Senior Private Wealth Advisor, and I think your experience could be a great fit. Would you be open to a brief chat to learn more about this opportunity? Looking forward to your thoughts. Best, J***e

Hi Z***n, Great to hear you’re interested in the Senior Private Wealth Advisor role. I’d love to set up a quick 20,30 minute chat to walk you through the opportunity at S***s, discuss your career goals, and answer any questions you may have. I’m available: • Tuesday, May 7th at 10:00 AM ET • Wednesday, May 8th at 2:00 PM ET Do either of those times work for you? If not, feel free to share what your schedule looks like and I’ll do my best to accommodate. Once we’ve locked in a slot, I’ll send over a calendar invite along with a brief overview of the role and our team. Looking forward to speaking soon! Best regards, J***e HR Recruiter, StrategyBrain

Hi Z***n, Great,here’s a brief overview of S***s and the Senior Private Wealth Advisor role so you can come prepared for our call on Tuesday at 10:00 AM ET: 1. Company Snapshot - Boutique private wealth firm with ~150 advisors, focused on a collaborative, client-first culture - Cutting-edge digital tools and integrated investment, tax, legal, and estate-planning specialists - Strong emphasis on professional development, mentorship, and career progression 2. Role Highlights - Partner with high-net-worth clients to craft holistic wealth strategies covering investments, retirement, tax, insurance, and estate needs - Conduct in-depth wealth reviews and risk assessments,translating your CFP coursework into actionable plans - Build and nurture lasting relationships through regular touchpoints, financial education, and personalized service - Coordinate with internal specialists (tax, legal, investments) to deliver seamless, compliant solutions - Drive new business by leveraging your network, achieving growth targets, and upholding S***s’s fiduciary standards 3. Why This Fits Your Background - Your J***e Private Client Banker experience and in-progress CFP® dovetail perfectly with the role’s technical and relationship-driven focus - Opportunity to deepen your advisory skill set (tax-efficient planning, estate strategies, alternative investments) and accelerate your career within a high-growth boutique environment 4. Growth & Rewards - Structured path to senior leadership or team-lead roles, supported by ongoing training and mentorship - Competitive base salary + performance bonus, comprehensive benefits, and potential equity participation Please let me know if anything in this overview needs clarification or if there’s an area you’d like me to expand on during our chat. I’ll send the calendar invite shortly. Looking forward to our conversation! Best regards, J***e HR Recruiter, StrategyBrain

Hi Z***n, Great,thanks for taking a close look. I’ve just sent the calendar invite for our call on Tuesday, May 7th at 10:00 AM ET. In the meantime, please don’t hesitate to reach out if you’d like any further details,whether it’s around S***s’s team structure, compensation framework, client types, or anything else. On our call, we can: • Dive deeper into S***s’s advisory approach and client journeys • Explore how your CFP studies and J***e Private Client Banker experience will map to the role • Walk through compensation, growth path, and day-to-day expectations • Address any questions or concerns you might have Looking forward to our conversation and learning more about your career goals. Best regards, J***e HR Recruiter, StrategyBrain

Hi Z***n, Great question,and one we take seriously at S***s. As a Senior Private Wealth Advisor, you’ll generally work in line with client schedules,think roughly 8:30,6:00 Monday through Friday, with occasional evening or early calls for our West Coast clients. That said, our culture is very supportive of ongoing education: • Flexible Scheduling: You’re empowered to block out regular “study windows” on lighter meeting days,whether that’s early mornings or midweek afternoons. • Team Support: Your mentor and peers often form informal study groups around CFP and HBS coursework, so you can collaborate and share resources. • Digital Tools: Our advanced planning platform lets you handle portfolio reviews and simple tasks remotely, helping you free up on-site hours for client meetings. In short, while client work is the top priority, S***s actively encourages and accommodates the study commitments of high-achievers like you. We’ll dive deeper into how we balance deliverables and learning on our call Tuesday,happy to walk through real examples of advisors who’ve earned their CFP® or HBS certificates while thriving here. Looking forward to chatting more! Best, J***e

Hi Z***n, Great question. New Senior Private Wealth Advisors at S***s typically have a structured ramp. In Year 1, you’d carry a quota of roughly $5,8 million in net new AUM (approximately 10,15 new high-net-worth relationships), broken into quarterly targets to keep things manageable. Those figures are calibrated to balance client acquisition with your study commitments, and we’ll work with you to fine-tune pacing as you progress through your CFP® and HBS courses. You’ll also benefit from: • Warm introductions and referral support from your mentor and the broader team • Our digital planning tools to streamline admin tasks • Collaborative prospecting sessions that help you hit targets without overloading your schedule We can dive deeper into the exact cadence and support structure on our call Tuesday,happy to answer any follow-ups then. Looking forward to it! Best, J***e