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Wealth Simple Jobs in Minnesota (NOW HIRING)

Equitable Advisors

Wealth Management Associate

Duluth, MN · On-site

$250 - $1.0K/wk

Our mission is simple: to make a difference in the lives of others. If you are passionate about ... wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and ...

Impact Connects

Driver

Minneapolis, MN · On-site

$24 - $28/hr

Also to print & speak simple sentences. Ability to add & subtract two digit numbers and to multiply ... Benefits: * Employee Ownership (ESOP): Build long-term wealth as an owner in the company

Impact Connects

Driver

Minneapolis, MN · On-site

Also to print & speak simple sentences. Ability to add & subtract two digit numbers and to multiply ... Benefits: * Employee Ownership (ESOP): Build long-term wealth as an owner in the company

Impact Connects

Driver

Minneapolis, MN

Also to print & speak simple sentences. Ability to add & subtract two digit numbers and to multiply ... Benefits: * Employee Ownership (ESOP): Build long-term wealth as an owner in the company

Impact Connects

Driver

Minneapolis, MN · On-site

$24 - $28/hr

Also to print & speak simple sentences. Ability to add & subtract two digit numbers and to multiply ... Build long-term wealth as an owner in the companyCompetitive Pay with opportunities for ...

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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 Minnesota?

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

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

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

What cities in Minnesota are hiring for Wealth Simple jobs?

Cities in Minnesota with the most Wealth Simple job openings:

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 10% Part Time, 10% Contract, and 1% Nights. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution.

Wealth Management Receptionist

Edina, MN • On-site

Advanced Wealth Management Group
Finance and Insurance • 1 - 10 employees
Learn more about Advanced Wealth Management Groupexternal

$16.25 - $21.50/hr

Other

Medical, Dental, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Benefits:

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Job Title: Receptionist Location: Edina, MN Firm: Advanced Wealth Management Group

Advanced Wealth Management Group is seeking a professional and personable Wealth Management Receptionist to serve as the first point of contact for our clients and visitors. This role is focused on creating a welcoming office environment while supporting basic administrative and client service tasks.

The ideal candidate is friendly, organized, and dependable, with strong communication skills and attention to detail.

Front Desk & Client Experience

Greet clients and visitors in a professional and welcoming manner

Maintain a clean, organized, and client-ready reception area

Answer and route incoming phone calls

Scheduling & Office Support

Schedule and confirm client meetings

Manage calendars for advisors as needed

Prepare conference rooms for client meetings

Administrative & Processing Support

Assist with basic client service tasks, including:

Processing simple withdrawals and deposits

Sending client statements and documents

Handling routine paperwork and data entry

Support general office operations and administrative needs

Qualifications

1–3 years of experience in a receptionist, administrative, or customer service role

Strong interpersonal and communication skills

Highly organized with attention to detail

Ability to manage multiple tasks efficiently

Professional appearance and demeanor

Basic proficiency with Microsoft Office

Preferred Qualifications

Experience in a professional services or financial services environment

Familiarity with office scheduling tools or CRM systems

Compensation & Benefits

Competitive salary based on experience

Supportive and team-oriented work environment

Opportunity to grow within the firm

How to Apply

Submit your resume and a brief cover letter outlining your interest and relevant experience.

This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.

Apply