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

The Simple Companies · simplecompanies.com
Garden CityEntry level
Apply on The Simple Companies’s site

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The job in short

Wealth advisor (Series 65 sponsored, hire once licensed).

BankingInsurance

Details

Found
17 d ago · posted 2026-10-12
Location as listed
Garden City, New York, United States
Role
Banker / Relationship Manager
Pay (as listed)
$25 an hour
Source
The company’s own careers site

Full 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 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.

Banker / Relationship Manager jobs in the United States · All The Simple Companies jobs · Entry-level jobs in Garden City, New York

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