[Remote] Associate Financial Planner (Licensed, Immediate Start)

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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. 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 base plus AUM-based bonus structure Direct path to building your own book within an established firm Founder who is hands-on, licensed himself, and building this from the ground up alongside you Company Overview At 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/.

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