[Remote] Associate Financial Planner (Licensed, Immediate Start)
Note: The job is a remote job and is open to candidates in USA. Kingsley Wealth Partners is a newly registered RIA based in Arizona, focused on providing reputed company wealth management services. They are seeking an already-licensed Associate Financial Planner who will deliver financial plans to qualified investors, manage client relationships, and help shape the delivery of planning services.
Responsibilities
- 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
Skills
- 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
Benefits
- Competitive reputed company plus AUM-based bonus structure
- Direct path to building your own book reputed company an established firm
- Founder who is hands-on, licensed himself, and building this from the ground up alongside you
Company Overview