SimpleMANAGE
From company careers site
Wealth Advisor (Series 65 sponsorship, eligible for hire once licensed)
- Location
- Garden City, New York, United States
- Work mode
- On-site
- Employment type
- Full-time
About the job
Pay starts on hire: $25/hour, plus commission once registered. Series 65 study before hire is unpaid. SimpleWEALTH (SimpleADVISORY LLC, doing business as SimpleWEALTH) 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.
SimpleWEALTH is a division of SimpleADVISORY LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Not an offer of employment. SimpleWEALTH is an equal opportunity employer. This role is with SimpleWEALTH, a registered investment adviser (SimpleADVISORY LLC). Requirements
- 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.
From SimpleMANAGE's careers page (Workable), checked 30 Oct 2026.
How to apply
- Select Apply on apply.workable.com. It opens SimpleMANAGE's own application form in a new tab, run on Workable.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- SimpleMANAGE will reply to you directly. No real employer asks you for money to apply.
Posted 12 Oct 2026 · checked 30 Oct 2026 · Report this job