ZipRecruiter

Log In

1

Wealth Simple Jobs (NOW HIRING)

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.

Carson Group

Wealth Advisor

Baton Rouge, LA · On-site

$145K/yr

... something simple: always put the client first. We do well by doing good for those we serve. It ... Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to ...

Corient Private Wealth LLC

Wealth Analyst

Menlo Park, CA · On-site

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient Private Wealth LLC

Wealth Analyst

San Francisco, CA · On-site

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient Private Wealth LLC

Wealth Analyst

Menlo Park, CA · On-site

$65K - $106K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

Corient Private Wealth LLC

Wealth Analyst

Morristown, NJ · On-site

$63K - $77K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Limited oversight on simple projects and plans * Observing and learning complex planning * Attends ...

previous pagenext page

Showing results 21-40

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Simple Jobs

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.
More about Wealth Simple jobs

What cities are hiring for Wealth Simple jobs?

Cities with the most Wealth Simple job openings:

What states have the most Wealth Simple jobs?

States with the most job openings for Wealth Simple jobs include:

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

The top searched job categories for Wealth Simple jobs are:

Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 7% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Wealth Advisor

Simmons Bank

Dallas, TX • On-site

Full-time

Re-posted 5 days ago

Simmons Bank rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

73rd of 175 rated banks

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerancesThe advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.
Essential Duties and Responsibilities
  • Acts in the best interest of the client and delivers outstanding service.
  • Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
  • Maintains product knowledge and stays current of market activity and news affecting the markets.
  • Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
  • Performs other duties and responsibilities as assigned.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
  • Ability to read, analyze and interpret financial reports and/or legal documents.
  • Ability to write simple-to-business correspondence and routine reports.
  • Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
  • Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.

Education and/or Experience
  • HS Diploma/GED and
  • One year experience as a financial advisor.

Computer Skills
  • MS Office programs

Certificates, Licenses, Registrations
  • Series 7 and 63 license

Other Qualifications (including physical requirements)
  • Ability to handle a high-stress environment.
  • Must display professional conduct and appearance.
  • Maintain client privacy and keep highly sensitive data confidential.
  • Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.
  • Must have excellent oral and written communication skills.

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

What Simmons Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply