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Wealth Simple Jobs in Michigan (NOW HIRING)

DeAngelis Diamond

Project Manager

Novi, MI · On-site

Outstanding communicator: able to synthesize complex information into simple, actionable insights ... DD Wealth Builder Program. (401k 100% match up to 6% + up to 4% discretionary Profit Sharing)

DeAngelis Diamond

Project Manager

Novi, MI · On-site

Outstanding communicator: able to synthesize complex information into simple, actionable insights ... DD Wealth Builder Program. (401k 100% match up to 6% + up to 4% discretionary Profit Sharing)

Stifel

Client Service Associate - NR

Holland, MI

$13.50 - $18.75/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

The Avers Agency

Be Seen First

Territorial Sales Representative

Kalamazoo, MI · On-site

$77K - $100K/yr

... long term wealth ✅ Hands-on field training from top producers in the industry ✅ Ongoing ... About The Avers Agency Our mission is simple: to develop an impactful organization of leaders with ...

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

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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:

What cities in Michigan are hiring for Wealth Simple jobs?

Cities in Michigan with the most Wealth Simple job openings:

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, 73% Full Time, 15% Part Time, 2% Temporary, 7% Contract, and 2% Nights. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution.

Intern - State Farm Agent Team Member

State Farm

Mason, MI • On-site

$13/hr

Full-time

Medical, Life, Retirement

Re-posted 9 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 309 rated insurance

Job description

Responsive recruiter
Replies within 24 hours
About our Agency:Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace!
As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financial services. Our community is at the heart of everything we do-we sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year.
Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interaction-along with cookies and coffee to keep things warm and welcoming!
We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive
  • Hourly pay plus commission/bonus
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency

Requirements:
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal and listening
  • People-oriented
  • Detail oriented
  • Proactive in problem solving
  • Able to learn computer functions
  • Ability to work in a team environment

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Compensation: $13.00 per hour
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Mason, MI and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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