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Posted Yesterday•Garden City, New York, United States
Wealth Advisor (Series 65 sponsorship, eligible for hire once licensed)
MiddleOn-site (New York)Salary undisclosed
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).
Requirements
- No active Series 65 needed.
- Pass an interview first.
- Willing to
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