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Wealth Simple Jobs in Michigan (NOW HIRING)

THE JOB As a Wealth Operations Specialist, you'll support Signal's wealth management business by ... It's that simple. Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line ...

Line Cook

Holland, MI ยท On-site

$12 - $18/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Line Cook

Muskegon, MI ยท On-site

$16 - $20/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Line Cook

Grand Rapids, MI ยท On-site

$12 - $18/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Dishwasher

Holland, MI ยท On-site

$10.33 - $14/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Dishwasher

Muskegon, MI ยท On-site

$10.33 - $14/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Dishwasher

Grand Rapids, MI ยท On-site

$10.33 - $14/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Host

Holland, MI ยท On-site

$10.33/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Host

Muskegon, MI ยท On-site

$10.33/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

Expo

Holland, MI ยท On-site

$10.33/hr

... wealth of benefits for your health, future, family, and happiness. We strive to encourage, enrich and celebrate our associates every day. Why? It's simple-we found it's the best way to help people ...

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Showing results 1-20

Wealth Simple information

Is Wealthsimple a legit company?

Wealthsimple is a legitimate financial services company that offers investment management and financial planning. It is regulated by relevant authorities and is known for its user-friendly platform and transparent fee structure, making it a reputable employer in the finance industry.

Is Wealthsimple a good company to work for?

Wealthsimple is generally regarded as a reputable employer in the financial technology sector, offering roles in investment management, software development, and customer support. Employees often cite a collaborative work environment, flexible schedules, and opportunities for growth, though experiences can vary by role and location.

Can I earn money from Wealthsimple?

Wealthsimple is a financial services company that offers investment and savings products, but individuals do not earn money directly from working there unless they are employees. If you are referring to investing through Wealthsimple, you can potentially earn money through returns on your investments, depending on market performance and your investment choices. Working at Wealthsimple involves roles related to finance, technology, or customer service, which may offer compensation and benefits.

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 Michigan? For Wealth Simple jobs in Michigan, the most frequently searched job titles are:
What cities in Michigan are hiring for Wealth Simple jobs? Cities in Michigan with the most Wealth Simple job openings:
Infographic showing various Wealth Simple job openings in Michigan as of July 2026, with employment types broken down into 43% Full Time, and 57% Part Time. Highlights an 100% In-person job distribution.
Wealth Operations Specialist

Wealth Operations Specialist

Signal Advisors

Detroit, MI โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago


Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We're in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision? Join us at Signal!
THE JOB
As a Wealth Operations Specialist, you'll support Signal's wealth management business by ensuring the day-to-day servicing work gets done accurately, on time, and compliantly. In this role, you'll be responsible for owning and executing operational workflows like service tickets in Salesforce, beneficiary updates, and other custodian/platform processes. You will own the end-to-end operational workflows acting as the vital link between our advisors, internal teams, and custodians like Fidelity and Schwab.
WHAT YOU'LL GET TO DO
  • Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures.
  • Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency.
  • Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.
  • System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors.
  • Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform.
  • Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
  • The "Inches" Mentality - You look for tiny ways to improve a process that others might miss.
  • Scrappy & Agile - You thrive in a fast-paced startup environment and aren't afraid to"launch and learn.
  • Client Obsessed - You view every internal and external interaction as an opportunity to amaze the client.
  • Extreme Ownership - You embody "We are the they," taking proactive steps to fix issues rather than waiting for others.

WHAT YOU HAVE
  • Direct experience navigating Fidelity and Schwab advisor platforms.
  • Professional experience with Orion and Salesforce is a big plus.
  • Proven track record in wealth management operations or account services.
  • Attention to detail and "measure twice, cut once" approach to complex financial paperwork and digital workflows.
  • A strong aptitude for customer service and meeting SLAs.

WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
We're obsessed with finding a better way. Never settle for less.
We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us.
We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
We do the right thing. Sticking to the highest standard of integrity is not optional.
We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right.
Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
We launch big ideas and then obsess over feedback to learn how we can make it even better.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
  • Medical, vision, and dental coverage
  • FSA or HSA-eligible health plans
  • 3% 401k company contribution with no vesting period
  • Paid parental leave for all parents
  • Learning & Development stipend
  • Wellness Programs
  • Flexible vacation policy
  • Dedicated sick days
  • 10 company-wide holidays
  • $500 for your home office setup
  • Flexible, hybrid working environment
  • Annual all-company retreat
  • Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.