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Simplicity Jobs (NOW HIRING)

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

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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

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

Be Seen First

UX Designer (Summit, NJ OR Minneapolis, MN)

Minneapolis, MN · On-site

$85K - $100K/yr

Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality ...

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All JobsSimplicity Jobs

Simplicity information

See salary details

$91.5K

$94.5K

$97K

How much do simplicity jobs pay per year?

As of Jun 19, 2026, the average yearly pay for simplicity 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 is the difference between Simplicity vs Bookkeeper?

AspectSimplicityBookkeeper
Required CredentialsBasic accounting knowledge, possibly a certificateTypically a high school diploma; some certifications preferred
Work EnvironmentOffice or remote, handling financial dataOffice setting, managing financial records
Industry UsageUsed across various industries for simple financial tasksCommonly employed in small to medium businesses
Search & Comparison IntentUnderstanding basic financial rolesLearning about entry-level accounting positions

While both roles involve financial data, Simplicity typically refers to a straightforward, less complex financial process or tool, whereas a Bookkeeper is a specific job responsible for recording financial transactions. The Bookkeeper role requires specific skills and certifications, and is more focused on maintaining accurate financial records. Understanding these differences helps clarify job expectations and required qualifications.

How can professionals in roles focused on simplicity effectively collaborate with cross-functional teams to streamline processes?

Professionals dedicated to simplicity often work closely with teams across design, engineering, and product management to identify and reduce unnecessary complexity in workflows or products. Successful collaboration requires clear communication, active listening, and a strong understanding of each team's goals and constraints. By facilitating workshops, using visual tools to map out processes, and advocating for user-centric solutions, simplicity specialists help teams align on priorities and implement more efficient, intuitive solutions. This collaborative approach not only improves user experience but also enhances overall team productivity.

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

I'm sorry, but 'Simplicity' is not a recognized real-world professional occupation, so I cannot provide a relevant answer.

What are Simplicity jobs?

Simplicity jobs typically refer to positions focused on streamlining processes, reducing complexity, and improving efficiency within an organization. People in these roles analyze workflows, eliminate unnecessary steps, and help teams adopt straightforward solutions. They may work in areas like operations, user experience, or organizational development to promote clear communication and efficient practices. The goal is to make procedures easier for employees and customers, fostering productivity and satisfaction.
More about Simplicity jobs
What cities are hiring for Simplicity jobs? Cities with the most Simplicity job openings:
What states have the most Simplicity jobs? States with the most job openings for Simplicity jobs include:
What job categories do people searching Simplicity jobs look for? The top searched job categories for Simplicity jobs are:
Simplicity jobs near you
Infographic showing various Simplicity job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $94,462 per year, or $45.4 per hour.
Advisor Services Assoc - Onboarding (Bloomington, MN or San Diego, CA)

Advisor Services Assoc - Onboarding (Bloomington, MN or San Diego, CA)

Simplicity Group Holdings

San Diego, CA • On-site

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Position Title: Advisor Services Associate - Onboarding

Reports to: Vice President

Department: Simplicity Wealth - Advisor Services Group

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

Classification: Full-time, exempt

Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, "white-glove" onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings.

Primary Responsibilities:

· AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers.

· Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding.

· Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates.

· Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement.

· Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows.

· Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience.

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:

· Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch.

· Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines.

· High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period.

· Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes.

Compensation & Benefits: Compensation will be based on experience.

· Salary Range: $56,000 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: 11512 El Camino Real, San Diego, CA 92130; or 3600 American Boulevard West, Bloomington, MN 55431; 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.