More jobs:
Wealth Advisor; Series sponsorship, once licensed
Job in
Garden City, Ada County, Idaho, 83714, USA
Listed on 2026-10-15
Listing for:
SimpleCiti Companies
Full Time
position Listed on 2026-10-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Pay starts on hire: $25/hour, plus commission once registered. Series 65 study before hire is unpaid.
Simple WEALTH (Simple ADVISORY LLC, doing business as Simple WEALTH)
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.
Simple WEALTH is a division of Simple ADVISORY LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
Not an offer of employment. Simple WEALTH is an equal opportunity employer.
This role is with Simple WEALTH, a registered investment adviser (Simple ADVISORY 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.
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