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Wealth Simple Jobs in Indiana (NOW HIRING)

MidCoast

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Associate Financial Advisor (Advisor Residency)

Merrillville, IN · On-site

$70K - $120K/yr

... is simple: Doing things to inspire a "Well Done" from our team, clients, and community. We believe the future of financial advice lies in integrating comprehensive financial planning, wealth ...

New

MidCoast

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Associate Financial Advisor (Advisor Residency)

Merrillville, IN · On-site

$70K - $120K/yr

... is simple: Doing things to inspire a "Well Done" from our team, clients, and community. We believe the future of financial advice lies in integrating comprehensive financial planning, wealth ...

New

MidCoast

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Paraplanner

Merrillville, IN · On-site

$50K - $100K/yr

About MidCoast Our mission is simple: Doing things to inspire a "Well Done" from our team, clients, and community. We're a planning-first wealth management and tax planning firm that believes ...

New

MidCoast

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Paraplanner

Merrillville, IN · On-site

$50K - $100K/yr

About MidCoast Our mission is simple: Doing things to inspire a "Well Done" from our team, clients, and community. We're a planning-first wealth management and tax planning firm that believes ...

New

Knauf Insulation

Associate, Production

Shelbyville, IN · On-site

$14.25 - $18/hr

We're committed to the whole you - your health, wealth, peace of mind, self and community. Our ... Accurately count and perform basic math functions, including mental calculation of simple equations ...

Knauf Insulation

Maintenance Mechanic

Shelbyville, IN · On-site

$23.75 - $30.50/hr

We're committed to the whole you - your health, wealth, peace of mind, self and community. Our ... Accurately count and perform basic math functions, including mental calculation of simple equations ...

The Avers Agency

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Territory Sales Representative

Bloomington, IN · On-site

$77K - $100K/yr (+ commission)

... wealth ✅ Hands-on field training from top producers ✅ Ongoing leadership and sales training ... About The Avers Agency Our mission is simple: Our mission is to develop an impactful organization ...

Knauf Insulation

Maintenance Mechanic

Shelbyville, IN · On-site

$23.75 - $30.50/hr

We're committed to the whole you - your health, wealth, peace of mind, self and community. Our ... Accurately count and perform basic math functions, including mental calculation of simple equations ...

Knauf Insulation

Maintenance Mechanic

Shelbyville, IN · On-site

$23.75 - $30.50/hr

We're committed to the whole you - your health, wealth, peace of mind, self and community. Our ... Accurately count and perform basic math functions, including mental calculation of simple equations ...

The Avers Agency

Be Seen First

Territory Sales Representative

Bloomington, IN · On-site

$77K - $100K/yr (+ commission)

... wealth ✅ Hands-on field training from top producers ✅ Ongoing leadership and sales training ... About The Avers Agency Our mission is simple: Our mission is to develop an impactful organization ...

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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 Indiana?

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

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

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

What cities in Indiana are hiring for Wealth Simple jobs?

Cities in Indiana with the most Wealth Simple job openings:

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Indiana 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 86% Physical, 2% Hybrid, and 12% Remote job distribution.

Enrolled Agent

Fort Wayne, IN • On-site

Wealth Management Accounting
See more jobs at Wealth Management Accountingexternal

Full-time

Medical, Retirement, PTO

Re-posted 22 days ago

Job description

ProTax Wealth Management Accounting

Job Title: Enrolled Agent (EA) – Full-Time

Location: Fort Wayne, Indiana
Employment Type: Full-Time
Reports To: Firm Owner

About Us

We are a well-established small tax and accounting firm committed to delivering personalized, high-quality service to individuals and small businesses. Our team values professionalism, accuracy, and long-term client relationships built on trust. As a growing firm, we provide a supportive environment where your expertise and input are valued, and where you can make a meaningful impact.

Position Overview

We are seeking a knowledgeable and detail-oriented Enrolled Agent with strong tax preparation and client service experience to join our team full-time. The ideal candidate will be skilled in preparing and reviewing a wide range of tax returns, providing tax planning guidance, and maintaining compliance with federal and state tax laws. This is an excellent opportunity for a motivated professional who enjoys working in a collaborative small-firm environment.

Key Responsibilities

  • Prepare and review individual, corporate, partnership, and fiduciary tax returns.
  • Research complex tax issues and ensure compliance with current tax regulations.
  • Provide proactive tax planning and advisory services to clients.
  • Communicate with clients to collect information, resolve discrepancies, and discuss results.
  • Assist with IRS and state correspondence or audit responses as needed.
  • Collaborate with other team members to ensure efficient workflow and client satisfaction.
  • Maintain confidentiality and uphold professional ethics in all client interactions.

Qualifications

  • Active Enrolled Agent (EA) license required.
  • Minimum 3 years of tax preparation experience in a public accounting or tax firm environment.
  • Proficiency with QuickBooks and tax software (e.g., ATX, Lacerte, Drake, or UltraTax).
  • Strong knowledge of federal and state tax codes, forms, and filing requirements.
  • Excellent communication, organizational, and analytical skills.
  • Ability to manage multiple clients and meet filing deadlines.
  • Commitment to continuous learning and staying updated on tax law changes.

Work Environment & Schedule

  • Full-time, year-round position.
  • Standard business hours, with additional hours during tax season.
  • Flexible scheduling or hybrid work options may be available for the right candidate.

Compensation and Benefits

  • Competitive salary based on experience and credentials.
  • Paid holiday and vacation after 90 days
  • QSEHRA health plan
  • Simple IRA match
  • Continuing education and professional development support.
  • Friendly, collaborative work culture with opportunities for growth.