Wealth Advisor (Series 65 sponsorship, eligible for hire once licensed)
About the role
SimpleWEALTH (SimpleADVISORY LLC, doing business as SimpleWEALTH) Advisors work with business owners. The process begins with an interview. Candidates who pass the interview undertake about two months of unpaid self‑study for the Series 65 exam at the Garden City office, with no firm work or client contact before hire. Before study starts, each candidate signs a written notice confirming no wages and no job entitlement. Passing the Series 65 makes a candidate eligible for hire (though not guaranteed) and, on hire, the firm files the New York investment adviser representative registration.
Pay
Pay starts on hire at $25/hour, plus commission. Commission is a share of the advisory fees from the client relationships you serve, paid under a written commission plan.
Benefits
- The firm pays the Series 65 exam fee and study materials.
- No repayment or clawback of study costs.
Schedule
Study for the Series 65 is conducted on‑site at the Garden City office (900 Stewart Ave, Suite 202) for approximately two months, unpaid, before hire. Once hired, work is performed on‑site in Garden City.
Requirements
- No active Series 65 license required.
- Must pass an initial interview.
- Willing to study for the Series 65 on‑site at the Garden City office for about two months, unpaid, with no firm work before hire.
- Ability to pass the Series 65 and become eligible for New York investment adviser representative registration.
- Must work on‑site in Garden City once hired.
- A background in banking, insurance, or another finance role is a plus.