Investor Relations Associate (Entry Level, Path to Licensure)

Posted 2 weeks ago

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

Summary

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/week
    Hourly
  • 6+ months
    Duration
  • Entry level
    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
Email Communication
Administrative Support
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
Member since Oct 16, 2021
  • United States
    Murrieta3:38 PM
  • $522K total spent
    82 hires, 28 active
  • 22,030 hours

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