Wealth Advisor (Series 65 sponsorship, eligible for hire once licensed)

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

Pay starts on hire: $25/hour, plus commission once registered. Series 65 study before hire is unpaid.

SimpleWEALTH (SimpleADVISORY LLC, doing business as SimpleWEALTH)

Advisors work with business owners.

How it works:

• Interview first.

• The firm pays the Series 65 exam fee and materials.

• About 2 months of unpaid self-study at the office.

• No firm work or client contact before hire.

• No repayment or clawback.

• Before study starts, each candidate signs a written notice of no wages and no job entitlement.

• Pass the Series 65 and you're eligible for hire. Passing makes you eligible for hire, not guaranteed a job. On hire, we file your New York investment adviser representative registration.

• Hourly pay starts on hire.

• Commission means a share of the advisory fees from the client relationships you serve, paid under a written commission plan.

SimpleWEALTH is a division of SimpleADVISORY LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

Not an offer of employment. SimpleWEALTH is an equal opportunity employer.

This role is with SimpleWEALTH, a registered investment adviser (SimpleADVISORY LLC).

• No active Series 65 needed.

• Pass an interview first.

• 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 the Series 65 and be eligible for New York investment adviser representative registration.

• Works on-site in Garden City once hired.

• A background in banking, insurance or another finance role is a plus.