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Wealth Simple Jobs in Texas (NOW HIRING)

Simmons Bank

Wealth Advisor

Dallas, TX

The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and ... Skills * Ability to read and comprehend simple instructions, short correspondence, and memos.

Simmons Bank

Wealth Advisor

Dallas, TX · On-site

The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and ... Skills * Ability to read and comprehend simple instructions, short correspondence, and memos.

CIBC

Relationship Manager - Private Wealth

Houston, TX

$175K - $225K/yr

You'll leverage your expertise in investment and wealth advisory services to deliver tailored ... Our spaces and technological toolkit will make it simple to bring together great minds to create ...

CIBC

Relationship Manager - Private Wealth

Houston, TX · On-site

$175K - $225K/yr

You'll leverage your expertise in investment and wealth advisory services to deliver tailored ... Our spaces and technological toolkit will make it simple to bring together great minds to create ...

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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 Texas? For Wealth Simple jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Wealth Simple jobs in Texas look for? The top searched job categories for Wealth Simple jobs in Texas are:
What cities in Texas are hiring for Wealth Simple jobs? Cities in Texas with the most Wealth Simple job openings:
Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Texas as of July 2026, with employment types broken down into 43% Full Time, and 57% Part Time. Highlights an 100% In-person job distribution.
Financial Wealth Advisor (Advisory Team)

Financial Wealth Advisor (Advisory Team)

Farther

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.

With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.

We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.

Your Impact

  • Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
  • Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
  • Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
  • Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
  • Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
  • Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

The Ideal Match

  • Minimum $10–15M AUM book of business with transferable client relationships.
  • Series 65 or 66 license required.
  • Demonstrated track record of proactive business development and consistent client prospecting.
  • History of strong client retention and organic book growth.
  • Breadth of experience across multiple client types and planning disciplines.
  • Collaborative working style with a long-term orientation toward practice ownership.

Bonus Points

  • CFP, CFA, ChFC, AIF, or other advanced designations
  • Experience with nonprofits, 401(k)s, executive comp, or small business owners
  • Background mentoring or developing junior advisors
  • 30M+ AUM book looking for a more flexible, modern platform

Why Join Us

  • Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
  • Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
  • Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
  • Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!


Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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