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Simplicity Group Jobs (NOW HIRING)

Simplicity Group Holdings

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Cash Reconciliation Associate / AR Support

Summit, NJ · On-site

$54K - $58K/yr

Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...

Simplicity Group Holdings

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Sr. Accountant

Summit, NJ · On-site

$85K - $95K/yr

Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...

Simplicity Group Holdings

Be Seen First

Sr. Accountant

Summit, NJ · On-site

$85K - $95K/yr

Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...

Simplicity Group Holdings

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IT Help Desk Technician

Wall, NJ · On-site

$45K - $50K/yr

Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...

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$91.5K

$94.5K

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How much do simplicity group jobs pay per year?

As of Jun 4, 2026, the average yearly pay for simplicity group in the United States is $94,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,500.00 and $94,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Simplicity Group, and why are they important?

To thrive as a Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulatory requirements, usually supported by a bachelor’s degree in finance or related fields and certifications like Series 65 or CFP. Familiarity with financial planning software, CRM platforms, and portfolio management tools is typically required. Strong interpersonal skills, active listening, and effective communication help build trusted client relationships and tailor advice to individual needs. These competencies are crucial for delivering sound financial guidance, maintaining compliance, and driving client satisfaction and growth.

What does collaboration typically look like for someone working at Simplicity Group, and how does it impact daily responsibilities?

At Simplicity Group, collaboration is a key component of everyday work. Team members frequently coordinate across departments such as sales, marketing, and client services to deliver comprehensive solutions for clients in the insurance and financial services industries. Daily responsibilities often involve participating in cross-functional meetings, sharing insights on client needs, and working together to develop new strategies or streamline processes. This collaborative environment encourages open communication and helps employees contribute to shared goals, ultimately supporting both individual and company growth.

What is Simplicity Group and what does the company do?

Simplicity Group is a financial services company that specializes in providing insurance, retirement, and financial planning solutions. The company works with financial advisors, agents, and institutions to offer a wide range of products, including life insurance, annuities, and investment strategies. Simplicity Group aims to simplify the process of securing financial protection and planning for the future, making it easier for clients to achieve their financial goals. They also provide educational resources and support to financial professionals to help them better serve their clients.

What is the difference between Simplicity Group vs Insurance Agent?

AspectSimplicity GroupInsurance Agent
CredentialsLicenses in insurance, certifications in financial productsLicenses in insurance, state-specific certifications
Work EnvironmentCorporate office, remote, or hybrid settingsIndependent or agency-based, client-facing
Industry UsageInsurance and financial services companiesInsurance providers, agencies, brokerages
Search/Comparison IntentUnderstanding company offerings, career opportunitiesJob roles, licensing, career paths

In summary, Simplicity Group is a company offering insurance and financial products, often employing insurance agents. An Insurance Agent is a professional who sells insurance policies, often working for companies like Simplicity Group. While both are connected to the insurance industry, Simplicity Group refers to the employer or organization, whereas Insurance Agent describes the role or profession within that industry.

More about Simplicity Group jobs
What cities are hiring for Simplicity Group jobs? Cities with the most Simplicity Group job openings:
What states have the most Simplicity Group jobs? States with the most job openings for Simplicity Group jobs include:
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Simplicity Group jobs near you
Infographic showing various Simplicity Group job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $94,462 per year, or $45.4 per hour.
Sr. Compliance Analyst

Sr. Compliance Analyst

Simplicity Group Holdings

San Diego, CA • On-site

$85K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Position:            Sr. Compliance Analyst

Reports to:        Chief Compliance Officer (CCO)

Department:     Compliance (Securities)

Location:           1512 El Camino Real, San Diego, CA 92130

Classification:   Full-Exempt, Exempt

 

Summary / Job Objective: The Sr. Compliance Analyst supports a Registered Investment Adviser (RIA) and Broker-Dealer by leading the review and approval of marketing and advertising materials to ensure compliance with SEC, FINRA, and applicable insurance regulations. This role partners with advisors and marketing teams to enable compliant growth across wealth management and insurance platforms and is responsible for building and managing the firm’s marketing compliance function.

Primary Responsibilities:

·       Lead and manage the marketing compliance review program across advisory, brokerage, and insurance communications.

·       Build, train, and manage a marketing compliance team as the business grows.

·       Oversee review and approval of marketing materials, including websites, social media, presentations, emails, and insurance sales content.

·       Ensure compliance with the SEC Marketing Rule, FINRA Rule 2210, and state insurance advertising standards.

·       Review testimonials, endorsements, performance, hypothetical performance, and insurance marketing materials.

·       Serve as a compliance resource to advisors and marketing teams.

·       Maintain advertising review workflows and records.

·       Support regulatory exams and remediation related to marketing communications.


Qualifications:

·       Bachelor’s degree in Finance, Business, Marketing, Compliance, Insurance, or related field.

·       3+ years of experience in marketing/advertising compliance within an RIA, Broker-Dealer, insurance agency, or dual registrant.

·       Experience reviewing advisory, brokerage, and insurance marketing materials (annuities, life, LTC, etc.).


Core Competencies:

·       Working knowledge of SEC Marketing Rule and FINRA Rule 2210.

·       Strong written and verbal communication skills.

·       Experience with Red Oak and/or ComplySci is a plus.


Compensation & Benefits:

Compensation (based on experience)

  • Annual salary: $85,000 to $95,000; exempt
  • Annual performance bonus target:  10%

Benefits

  • Employee benefits (medical, dental, vision, life insurance, other)
  • 401k with employer match
  • Paid Time Off
  • Paid parking

Location:  11512 El Camino Real, San Diego, CA 92130; this is an in-office position

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.