Associate Financial Planner (Licensed, Immediate Start)

Posted 3 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Kingsley Wealth Partners is a newly registered RIA based in Arizona, built on a 100,000+ person investor database, an active lead pipeline, and an established sub-advisory relationship for complex wealth management. We’re looking for an already-licensed financial planner who wants more autonomy and a real pipeline, not another corporate seat. What you’ll do: Deliver financial plans to warm, qualified investors coming through our pipeline. No cold prospecting. Manage client relationships post-onboarding alongside our founder. Help shape how KWP delivers planning services as one of our first licensed hires. What you need: Series 65, or Series 7 plus 66, active and in good standing. Comfort working independently in a fast-moving startup environment. Genuine interest in financial planning, not just AUM accumulation. What we offer: Competitive base plus AUM-based bonus structure. Direct path to building your own book within an established firm. Founder who is hands-on, licensed himself, and building this from the ground up alongside you. If you’re licensed, looking for more ownership, and want to help build something real, reach out

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Financial Analysis
Financial Modeling
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:3 weeks ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Oct 16, 2021
  • United States
    Murrieta10:07 PM
  • $523K total spent
    82 hires, 17 active
  • 22,082 hours

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