Jobs at Exemplar Companies

Advise startups and middle-market companies on M&A, business formations, corporate governance, commercial transactions, and AI-related legal matters. Draft and negotiate business agreements, counsel clients on emerging AI regulations, privacy, and governance, and collaborate with tax, finance, consulting, and AI professionals. Build client relationships, develop business, and grow an independent legal practice within an AI-focused professional services platform.

Develops referral relationships with CPAs, financial advisors, RIAs, broker-dealers, and other professionals to generate tax-efficient investment and wealth-planning opportunities. The role involves educating partners, presenting alternative investments and private placements, cultivating high-net-worth client opportunities, managing a business-development pipeline, attending industry events, and collaborating across tax, wealth, insurance, legal, and advisory teams. This is an entrepreneurial 1099 opportunity requiring Series 7 and Series 63 licenses.

Advise startups and middle-market companies on M&A, corporate formations, governance, commercial transactions, and AI-related legal issues. Draft and negotiate business agreements, counsel clients on emerging AI regulations, privacy, and technology developments, and collaborate with tax, finance, consulting, and AI teams. The attorney will also develop a personal practice with business development and marketing support.

Manages accounting engagements for high-net-worth clients, including monthly accounting, cash flow management, financial reporting, tax planning, and client meetings. The role oversees multiple engagements, provides team guidance, supports business development, and coordinates professional services delivery. It requires QuickBooks proficiency and certification, tax software familiarity, strong analytical and organizational skills, and at least five years of relevant experience.

Manage and grow an established investment advisory practice, including portfolio construction, asset allocation, wealth planning, client relationship management, and assets under management. Develop HNW and UHNW client relationships, identify cross-service opportunities across tax, legal, insurance, and business advisory, participate in business development and referrals, collaborate with professional partners, and maintain regulatory compliance as an independent 1099 advisor.

No substantive job responsibilities or qualifications are provided. The posting contains only the title “General Hiring Deposit” and a placeholder description.

Build meaningful, long-term relationships with business clients and help them achieve measurable results through Exemplar Companies’ value-based approach. The role involves leveraging professional connections, supporting business growth, and participating in Exemplar’s affiliate network. Candidates are encouraged to submit an application for further consideration.