Investor Relations Associate (Entry Level, Path to Licensure)
Only freelancers located in the U.S. may apply.U.S. located freelancers only
Investor Relations Associate (Entry Level, Path to Licensure) Kingsley Wealth Partners is a newly registered RIA looking for someone early in their career who wants to build a real career in wealth management without starting from zero. What you’ll do in the first 60 to 90 days: Support investor research and outbound list building. Assist with institutional partnership outreach. Learn the business from the ground up alongside our leadership team. What happens next: We sponsor your Series 65 exam and prep through our partner’s bootcamp program. Once licensed, you’ll transition into supporting plan preparation and eventually client-facing delivery. What we offer: Monthly draw while you study, no income gap. Base salary plus AUM bonus once licensed and producing. Direct mentorship from a founder who passed his Series 65 in the last year and built this firm from scratch. A real path to owning client relationships, not a call center role. What we’re looking for: Recent finance, business, or related degree, ASU, U of A, or GCU preferred. Strong communicator, coachable, detail oriented. No license required to start.
- More than 30 hrs/weekHourly
- 6+ monthsDuration
- Entry levelExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:10 to 15
- Last viewed by client:2 weeks ago
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesMurrieta3:38 PM
- $522K total spent82 hires, 28 active
- 22,030 hours
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