Wealth Advisor — On-Site, Series 65 Path to Hire

SimpleCiti Companies; Garden City (ID); On-site; USD 52,000 - 68,000; Full time

Job summary

SimpleWEALTH, a division of SimpleADVISORY LLC, seeks advisors to work with business owners in Garden City, ID. The role starts with an hourly wage of $25, plus commission once registered.

Two months of unpaid, on-site self-study precedes hire; pass the Series 65 for eligibility for New York investment adviser registration. Interviews occur first; then the Series 65 study will be conducted on-site at the Garden City office.

Qualifications

• No active Series 65 needed.
• Pass the Series 65 and be eligible for New York investment adviser representative registration.
• Willing to study for the Series 65 on-site at our Garden City office (900 Stewart Ave, Suite 202) for about two months, unpaid, with no firm work before hire.
• Pass an interview first.
• A background in banking, insurance or another finance role is a plus.

Responsibilities

• Advisors work with business owners.
• On hire, we file your New York investment adviser representative registration.
• Hourly pay starts on hire and commissions are paid under a written commission plan.

Job description

SimpleWEALTH, a division of SimpleADVISORY LLC, seeks advisors to work with business owners in Garden City, ID. The role starts with an hourly wage of $25, plus commission once registered.

Two months of unpaid, on-site self-study precedes hire; pass the Series 65 for eligibility for New York investment adviser registration. Interviews occur first; then the Series 65 study will be conducted on-site at the Garden City office.