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Wealth Simple Jobs in Indiana (NOW HIRING)

... wealth while helping shape our future. * Career Growth: We invest in your success with mentorship, training, and leadership opportunities. * Exciting Projects: Big or small, simple or complex, we do ...

Driller - CDL

New Albany, IN · On-site

$21.25 - $29/hr

... wealth while helping shape our future.Career Growth: We invest in your success with mentorship, training, and leadership opportunities.Exciting Projects: Big or small, simple or complex, we do it all.

Driller - CDL

New Albany, IN · On-site

$21.25 - $29/hr

... wealth while helping shape our future. * Career Growth: We invest in your success with mentorship, training, and leadership opportunities. * Exciting Projects: Big or small, simple or complex, we do ...

Be Seen First

Deliver legendary customer service: explain issues in simple terms, wow them with solutions, and ... wealth. * Loaded perks: Health/dental/vision insurance, paid vacation/holidays, 401k with company ...

Driller - CDL

New Albany, IN · On-site

$21.25 - $29/hr

... wealth while helping shape our future. * Career Growth: We invest in your success with mentorship, training, and leadership opportunities. * Exciting Projects: Big or small, simple or complex, we do ...

... wealth while helping shape our future. * Career Growth: We invest in your success with mentorship, training, and leadership opportunities. * Exciting Projects: Big or small, simple or complex, we do ...

... wealth while helping shape our future.Career Growth: We invest in your success with mentorship, training, and leadership opportunities.Exciting Projects: Big or small, simple or complex, we do it all.

Showing results 41-51

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:

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.

Regional Manager HFA and Preferred Banking

Indianapolis, IN • On-site

Huntington
Banking and Credit Intermediation • 10K+ employees

Other

Re-posted 13 days ago


Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz


Job description

## Regional Manager HFA and Preferred BankingApplyremote type: Officelocations: Indianapolis, INtime type: Full timeposted on: Posted Todayjob requisition id: R0071060# **Description****Summary:**The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction.**Duties and Responsibilities:*** Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting.* Oversee regional sales strategies and ensure alignment with corporate objectives and client needs.* Ensure compliance with all regulatory requirements and internal policies, maintaining a strong risk management culture.* Partner with internal stakeholders (Branch, Mortgage, Business Banking, Private Bank, etc.) to deepen client relationships and expand business opportunities.* Actively recruit, onboard, and retain top talent in the financial services industry.* Lead regional mass affluent banker and financial advisor expansion in alignment with retail branch, regional banking and wealth management growth.* Provide legendary customer service and ensure all client interactions are suitable and in the client’s best interest.* Manage operational effectiveness of advisors and support staff, including Sales Support Managers and Client Relationship Specialists.* Communicate strategic direction and program updates to executive leadership and cross-functional teams.* Supervise 20–30 FINRA registered representatives and associated support staff.* Coordinate sales efforts with branch, OCR partners, and private bank regional leadership.* Address and resolve customer complaints and escalate when necessary.* Maintain current knowledge of financial instruments, industry trends, and risk-related changes.* Performs other duties as assigned.**Basic Qualifications:*** Bachelor’s Degree* 5+ years of experience in the securities or banking industry.* 3+ years of experience managing a team.* Active Life and Health Insurance Licenses.* FINRA Licenses: Series 7, 63/65 or 66, 24**Preferred Qualifications:*** Previous experience managing a team of Financial Advisors and/or Licensed Bankers* Strong leadership, communication, and strategic planning skills.* Proven ability to drive sales performance and ensure compliance.**Exempt Status: (Yes** = not eligible for overtime pay) (**No** = eligible for overtime pay)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.**Note to Agency Recruiters:**Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.### About Us*Welcome to Huntington!*At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better.And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact.Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking.Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout*We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to* *HuntingtonCareers@Huntington.com* #J-18808-Ljbffr

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