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Simplicity Group Jobs (NOW HIRING)

Simplicity Group Holdings

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Product Marketing Diretor (Annuities / DI)

Phoenix, AZ · On-site

$100K - $124K/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 Analyst

Summit, NJ · On-site

$55K - $65K/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

IT Analyst

Phoenix, AZ · On-site

$55K - $65K/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

IT Analyst

Phoenix, AZ · On-site

$55K - $65K/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

IT Analyst

Summit, NJ · On-site

$55K - $65K/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

$97K

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:
What job categories do people searching Simplicity Group jobs look for? The top searched job categories for Simplicity Group jobs are:
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.
Advisor Services Associate (Bloomington, MN OR San Diego, CA)

Advisor Services Associate (Bloomington, MN OR San Diego, CA)

Simplicity Group Holdings

Bloomington, MN • On-site

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Position Title:    Advisor Services Associate

Reports to:         Vice President

Department:      Simplicity Wealth - Advisor Services Group                          

Location:            Bloomington, MN or San Diego, CA; In-office      

Classification:    Full-time, exempt

 

Summary / Job Objective:  The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed.

 

Primary Responsibilities:

·         Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions.

·         Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing.

·         Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests.

·         Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems.

·         Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently.

·         Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement.

 

Qualifications:

·         Education: Bachelor’s degree or equivalent professional experience.

·         Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions.

·         Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity).

·         Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets.

·         Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign).

Core Competencies:

·         Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes.

·         Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem.

·         Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy.

·         Ownership: A proactive approach to following up on open items until they are fully resolved.

Compensation & Benefits: Compensation will be based on experience.

·         Salary Range: $60,000 to $75,000

·         Annual Performance Bonus Target:  10%

·         Employee benefits (medical, dental, vision, life insurance, other)

·         401k with employer match

·         Paid Time Off

·         Paid parking

Location:  3600 American Boulevard West, Bloomington, MN 55431; or 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.