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Wealth Simple Jobs in California (NOW HIRING)

Corient Private Wealth LLC

Wealth Analyst

Menlo Park, CA · On-site

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient Private Wealth LLC

Wealth Analyst

San Francisco, CA · On-site

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient Private Wealth LLC

Wealth Analyst

Menlo Park, CA · On-site

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient

Wealth Analyst

Menlo Park, CA · On-site

$66 - $106/hr

## Wealth AnalystApplylocations: Menlo Park, CAtime type: Full timeposted on: Posted Yesterdayjob ... Limited oversight on simple projects and plans* Observing and learning complex planning* Attends ...

Ci

Wealth Analyst

San Francisco, CA

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient Services LLC

Wealth Analyst

Menlo Park, CA · On-site

$66 - $106/hr

... wealth for future generations, and provide for the people, causes and communities they care about ... simple projects and plans Observing and learning complex planning Attends networking events and ...

Ci

Wealth Analyst

Menlo Park, CA

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Ci

Wealth Analyst

Menlo Park, CA

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

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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.

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 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.

What kind of jobs are at Wealthsimple?

Wealthsimple offers a variety of roles including software engineers, financial advisors, data analysts, customer support specialists, and marketing professionals. These jobs often require relevant skills, certifications, and experience in finance, technology, or client service, and may involve working in collaborative, fast-paced environments.

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

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

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

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

What cities in California are hiring for Wealth Simple jobs?

Cities in California with the most Wealth Simple job openings:

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in California as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 11% Part Time, 6% Contract, and 1% Nights. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution.

Wealth Analyst

Corient Private Wealth LLC

Menlo Park, CA • On-site

$65K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 11 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Job Description
Responsibilities
  • Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
  • Completes financial plans, investment reports, tax and estate analysis as requested
  • Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
  • Data and information gathering
  • Brings forth observations to Lead Advisors regarding clients
  • Limited oversight on simple projects and plans
  • Observing and learning complex planning
  • Attends networking events and begins to build relationships in the community and with COI peers

Qualifications & Requirements
  • Basic level knowledge of financial planning, investment, and client relationship skills
  • Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
  • Experience with custodian interaction
  • Communicate effectively, both orally and in writing
  • Strong attention to detail with a high degree of accuracy and consistency
  • High standards of professionalism and confidentiality
  • Bachelors' degree in related field and working towards obtaining CFP credentials
  • Typically, 0-3 years' experience

Competencies
  • Financial planning and investment principles, including processes and procedures
  • Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
  • Proficiency with back-office process and custodians

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $65,800 - $106,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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