[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 complex 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.ResponsibilitiesDeliver financial plans to warm, qualified investors coming through our pipelineNo cold prospectingManage client relationships post-onboarding alongside our founderHelp shape how KWP delivers planning services as one of our first licensed hiresSkillsSeries 65, or Series 7 plus 66, active and in good standingComfort working independently in a fast-moving startup environmentGenuine interest in financial planning, not just AUM accumulationBenefitsCompetitive base plus AUM-based bonus structureDirect path to building your own book within an established firmFounder who is hands-on, licensed himself, and building this from the ground up alongside youCompany OverviewAt Kingsley Wealth Partners, we believe wealth is more than numbers on a balance sheet — it’s about building a legacy of security, freedom, and care. It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is https://kingsleywealthpartners.com/.