Job Description
Job Description
This Apprentice Advisor role is designed for entrepreneurial individuals who want to enter the financial services industry while earning performance-based income and completing the required licensing exams.
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Support advisors by scheduling meetings, organizing client events, and managing lead lists
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Attend and observe client meetings to learn the advisory process
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Assist with marketing activities (social media, seminars, email outreach)
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Participate in weekly sales and strategy meetings
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Study for and pass SIE and Series 65 exams within the structured timeline and be able to pay for examination fees
Here at Rivers of Wealth we offer:
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Clear career track from apprentice to licensed advisor
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Revenue-sharing income during study period
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Uncapped income after licensing
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Ongoing mentorship from experienced advisors
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Opportunities for long-term growth, specialization, and potential partnership