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Wealth Simple Jobs in Atlanta, GA (NOW HIRING)

NextGenEnergyJobs

Senior Tax Manager

Atlanta, GA · On-site

$120 - $180/hr

Possess significant hands-on individual tax experience, including the ability to sign simple 1040 ... Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams * Serve as the ...

Invest with Roots

Paid Media Manager

Atlanta, GA · On-site

$119K - $124K/yr

Who We Are Roots is a wealth-building platform built on a simple belief: everyone deserves a real path to financial growth, and that path should feel achievable. We create simple, accessible ways for ...

Invest with Roots

Senior REIT Accountant

Atlanta, GA · On-site

$72K - $90K/yr

Who We Are Roots is a wealth-building platform built on a simple belief: everyone deserves a real path to financial growth, and that path should feel achievable. We create simple, accessible ways for ...

Invest with Roots

Senior REIT Accountant

Atlanta, GA · On-site

$72K - $90K/yr

Who We Are Roots is a wealth-building platform built on a simple belief: everyone deserves a real path to financial growth, and that path should feel achievable. We create simple, accessible ways for ...

Invest with Roots

Paid Media Manager

Atlanta, GA · On-site

$119K - $124K/yr

Who We Are Roots is a wealth-building platform built on a simple belief: everyone deserves a real path to financial growth, and that path should feel achievable. We create simple, accessible ways 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 Atlanta, GA?

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

What job categories do people searching Wealth Simple jobs in Atlanta, GA look for?

The top searched job categories for Wealth Simple jobs in Atlanta, GA are:

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 16% Part Time, 6% Contract, and 2% Nights. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution.

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

JPMorgan Chase & Co.

Atlanta, GA • On-site

$140 - $210/hr

Other

Re-posted yesterday

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S. Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.

Job Responsibilities
  • Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies
  • Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
  • Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors)
  • Creating and coordinating workshops for advisor development
  • Act as a speaker for Group Meeting Presentations and Zoom office hours
  • Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities
  • Attend client meetings as the subject matter expert on investment solutions and positioning
  • Coordinate and partner with colleagues across disciplines on joint presentations
  • Be able to demonstrate your value in pushing divisional goals to target
Required qualifications, capabilities, and skills
  • Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
  • Series 7, Series 66, and Insurance Licensing required
  • 7+ Years of Sales Experience
  • Skilled at Presenting
  • Wholesaling background and story telling ability to present solutions effectively
  • Strong ability to effectively communicate in group settings as well as partner on presentations
  • Well versed in territory management, expense control, and meeting deadlines
  • Must be comfortable with overnight travel
  • Ability to collaborate with partners and provide cohesive messaging
Preferred qualifications, capabilities, and skills
  • Independent initiative, while being flexible and responsive to the field is preferred
  • Ability to understand complex portfolio data, and verbalize the message in a simple to understand format is a plus
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