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Wealth Simple Jobs in Utah (NOW HIRING)

Financial Advisor - Horace Mann

Riverton, UT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... wealth management solutions and access to subject matter experts that will take you--or your business--to new heights. At BCG Securities, the game plan is simple: we're here to help you grow. Our ...

Ranch Hands

Moab, UT · On-site

$15 - $19/hr

  • Medical

... and a wealth of experiential education programming with the goal of expanding our collective ... Handle simple guest requests, deliveries (towels, amenities), and room readiness updates

Retail Associate Manager

Farmington, UT · On-site

$57K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... simple and by solving the whole problem. • Complete observations of Mobile Experts' interactions ...

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.

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 cities in Utah are hiring for Wealth Simple jobs?

Cities in Utah with the most Wealth Simple job openings:

Infographic showing various Wealth Simple job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 6% Contract, and 1% Nights. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt L...

Goldman Sachs, Inc.

Salt Lake City, UT

Full-time

Re-posted 12 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks


Job description

YOUR IMPACT

The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management's high-net-worth clients with efficient wealth transfer. Highly qualified candidates at the Associate level will also be considered. 

In addition to working on the Systematic Wealth Transfer strategy, the new team member may also help with client solutions projects and investment-related research. SQAA is an innovative and dynamic team, and this role requires patience, creativity, the ability to multitask, attention to detail, as well as interpersonal and problem-solving skills. 

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.  Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.  Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Investment Strategy Group (ISG)

The Investment Strategy Group (ISG) within PWM has responsibility for strategic and tactical asset allocation views and advice for the firm's high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client service, as well as strong analytical and communication skills.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Demonstrate strong analytical and technical skills
  • Deliver timely, thoughtful, and flawless executions
  • Interact with the firm's current and prospective clients
  • Show a keen interest in understanding the financial markets
  • Coordinate with other teams across Goldman Sachs
  • Initiate and assist on investment research efforts

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's degree required
  • Interest in or professional experience working on estate planning solutions involving trusts
  • Solid Excel and PowerPoint skills
  • Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
  • Strong interpersonal skills and a passion to engage with clients
  • Attention to detail, patience, and ability to handle multiple concurrent projects
  • Collaborative and teamwork-oriented
  • Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
  • SIE, Series 7 and 63 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.


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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869