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Wealth Simple Jobs in Michigan (NOW HIRING)

Huntington

Wealth Planner-West MI

Grand Rapids, MI · On-site

$50K - $68K/yr

The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1 ... Those are our values--simple but powerful. Each of them pushes us do the right thing, to do right ...

JHG Group - IHOP

Line Cook

Holland, MI · 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 ...

JHG Group - IHOP

Line Cook

Muskegon, MI · 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 ...

JHG Group - IHOP

Line Cook

Grand Rapids, MI · 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 ...

JHG Group - IHOP

Dishwasher

Grand Rapids, MI · 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 ...

JHG Group - IHOP

Dishwasher

Muskegon, MI · 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 ...

JHG Group - IHOP

Dishwasher

Holland, MI · 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 ...

JHG Group - IHOP

Host

Holland, MI · 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 ...

JHG Group - IHOP

Expo

Grand Rapids, MI · On-site

$10.10/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 ...

JHG Group - IHOP

Host

Grand Rapids, MI · 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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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 Michigan?

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

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

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

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, 6% Contract, and 1% Nights. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution.

Wealth Planner-West MI

Grand Rapids, MI • On-site

Huntington
Banking and Credit Intermediation • 10K+ employees
Learn more about Huntingtonexternal

$50K - $68K/yr

Other

Posted 12 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

Description Summary:

The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.

Duties And Responsibilities
  • Lead financial planning engagements for clients with a net worth of $1-10M.
  • Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
  • Perform other duties as assigned.
Basic Qualifications
  • Bachelor’s degree
  • Minimum 8 years of experience in financial planning or wealth management.
Preferred Qualifications
  • CFP® designation preferred.
  • Exceptional interpersonal and communication skills.
  • Strong coaching and presentation abilities

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type: Office

Our Approach to Office Workplace Type

Certain 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.

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 we 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 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 Reasonable Accommodations Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

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