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Wealth Simple Jobs in Arizona (NOW HIRING)

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ

$36K - $45K/yr

A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients ... both simple to complex investment/planning issues * Collaborate with our advisors and operations ...

MITER Brands

Maintenance Tech - 2nd Shift

Phoenix, AZ · On-site

$30 - $34/hr

Perform simple preventive maintenance tasks such as lubrication, cleaning, and routine part ... wealth, and wellness. Our comprehensive benefits package supports you and your eligible spouse ...

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Wealth Simple information

What is Wealth Simple?

Wealth Simple is a financial technology company that offers automated investment management, financial planning, and other wealth management services primarily through an online platform. It is designed to make investing easy and accessible, allowing users to open accounts, set financial goals, and invest in diversified portfolios with low fees. Wealth Simple uses algorithms to manage investments and offers features such as socially responsible investing and tax-loss harvesting. The platform is popular among individuals looking for a simple, hands-off approach to investing without the need for traditional financial advisors.

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

To thrive as a Wealth Manager, you need strong analytical skills, financial planning expertise, and typically a degree in finance or a related field, often supported by certifications like CFP or CFA. Proficiency with portfolio management software, CRM systems, and financial analysis tools is important. Excellent communication, relationship-building, and problem-solving abilities help you connect with clients and tailor solutions to their needs. These skills are vital for building trust, delivering personalized financial strategies, and achieving long-term client satisfaction and retention.

What is the difference between Wealth Simple vs Financial Advisor?

AspectWealth SimpleFinancial Advisor
CredentialsGenerally no required certifications, but some advisors hold CFP or CFAOften required to hold certifications like CFP, CFA, or CPA
Work EnvironmentOnline platform, digital advice, and automated servicesIn-person or virtual meetings, personalized client service
Employer & Industry UsageFintech companies, online investment platformsBanking institutions, independent firms, wealth management firms

Wealth Simple primarily offers automated, online investment services with minimal human interaction, while Financial Advisors provide personalized, face-to-face financial planning and investment advice. Both roles serve clients seeking financial growth, but differ in approach, credentials, and work environment.

How does collaboration typically work between WealthSimple team members in product and engineering roles?

At WealthSimple, team members in product and engineering collaborate closely using agile methodologies. Cross-functional squads are common, where product managers, engineers, and designers work together from concept to launch. Regular stand-ups, sprint planning, and retrospectives help ensure alignment and open communication. This structure allows for rapid iteration, shared ownership of projects, and opportunities to learn from peers in different specialties, making it an engaging and supportive environment for growth.

What are popular job titles related to Wealth Simple jobs in Arizona?

For Wealth Simple jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Wealth Simple jobs in Arizona look for?

The top searched job categories for Wealth Simple jobs in Arizona are:

What cities in Arizona are hiring for Wealth Simple jobs?

Cities in Arizona with the most Wealth Simple job openings:

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 6% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Entry Level - Junior Loan Officer

Loan Simple

Chandler, AZ

$75K - $150K/mo

Full-time

Medical, Dental, Vision, Retirement

Re-posted 9 days ago

Job description

Launch Your Career in Mortgage Finance with Loan Simple’s P.A.T.H. Program

Are you ambitious, motivated, and hungry for a career that rewards hustle with six-figure potential?

Do you want to help everyday people achieve the American dream of homeownership — while creating your own path to financial freedom and personal growth?

If that sounds like you, your future starts here.

Welcome to the P.A.T.H. — Your Professional Advancement Training amp; Honors Program

At Loan Simple, we don’t just offer jobs — we build careers. Our Junior Loan Officer P.A.T.H. program is a fully paid, hands-on apprenticeship designed to turn high-potential individuals into licensed Loan Officers ready to thrive in one of the most rewarding industries in the country.

In just 3-4 months, you’ll go from apprentice to licensed professional, supported every step of the way with world-class training, real-world experience, and personalized coaching.

What You’ll Do:

  • Field sales calls and help future homeowners take their first step
  • Learn the ins and outs of mortgage finance while earning a paycheck
  • Build rapport, ask the right questions, and deliver trusted service
  • Train for your license — we pay for your course and fees
  • Earn promotions and income increases at each milestone
  • Graduate to a full Loan Officer role — with uncapped earning potential

What is a Loan Officer?

A Loan Officer is a licensed financial expert who helps people secure the ideal home financing based on their needs. You’ll learn how to:

  • Understand credit and loan programs
  • Navigate federal and state lending guidelines
  • Offer real solutions that build real wealth for your clients

Why Join Loan Simple?

Founded in 1997, Loan Simple is a national, forward-thinking mortgage lender built to grow — and help you grow with us. We combine the energy of a high-performance sales culture with deep expertise, exceptional tech, and unwavering support.

The Perks:

  • Paid training and licensing (we cover all costs)
  • Coaching, mentorship, and skill workshops
  • Amazing culture and high-performance team environment
  • Career advancement from day one
  • Medical, dental, vision, 401K, FSA
  • Growth. Leadership. Legacy-building.

What You Bring:

  • Sales or customer service experience (retail, hospitality, service industry, etc.)
  • Competitive spirit and relentless drive to succeed
  • A self-starter mindset and hunger to learn
  • Strong communicator and team player
  • Integrity and work ethic above all

Ask Yourself: Are you ready to launch your career?

If the answer is yes—don’t wait. We’re growing fast, and spots are limited.

Apply