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Wealth Simple Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Chelsea, MI · On-site

$19K/yr

Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning ... With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to ...

Simmons Bank

Wealth Advisor

Fort Worth, TX · On-site

$80 - $120/hr

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

Corient Private Wealth LLC

Senior Wealth Analyst

Columbus, OH · On-site

$82K - $102K/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

Senior Wealth Analyst

Charlotte, NC · On-site

$83K - $104K/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

Senior Wealth Analyst

Nicholson, PA · On-site

$79K - $99K/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

Senior Wealth Analyst

Tulsa, OK · On-site

$78K - $97K/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 ...

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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.
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What cities are hiring for Wealth Simple jobs?

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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.

Senior Advisor, Trust & Wealth Management - Dallas, TX

Texas Regional Bank

Dallas, TX • On-site

$120 - $180/hr

Other

Re-posted 22 days ago

Job description

Position:Senior Advisor, Trust & Wealth Management - Dallas, TX

Location: Dallas, TX

Job Id:1082

# of Openings:1

Position Summary

The TRB Trust & Wealth Management Senior Advisor based in the Dallas Metroplex will be a proactive self-starter that enjoys the challenge of working with clients and prospective clients to design, implement and monitor effective long-term investment portfolios. The Senior Advisor must be able to communicate effectively with team members and clients regarding financial planning and long-term investment strategies, support existing clients over the life cycle of an investment relationship, and work closely with area banking executives and centers-of-influence to develop new business.

An effective Senior Advisor will be the first point of contact for wealth management clients across the North Texas region, supported by the broader trust and wealth management team, and will office at one of several TRB office locations around the metroplex.

Principal Duties and Responsibilities
  • Partner with bankers, Trust Officers and broader Client Service Team to initiate, build and strengthen client relationships
  • Design and manage discretionary portfolios for clients within the context of appropriate investment objectives and portfolio allocations
  • Monitor investment performance and asset allocation and review portfolios with clients regularly
  • Serve as an analytical resource to the wealth management team, to include equity, fixed income and alternative research and manager selection
  • Handle sensitive, confidential, proprietary information with discretion
  • Build relationships with bank branch employees to educate and communicate investment information in support of banking clients with investment needs
Other Responsibilities
  • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures
  • Comply with federal and state regulations as well as all established Bank policies and procedures.
  • Other duties as assigned
Qualifications, Education and Experience Requirements
  • Bachelor's degree required, preferably in business, finance, economics or related field
  • 10+ years' experience in a client-facing role in asset/wealth management
  • Genuine passion for investments, financial markets, and client outcomes
  • Knowledge of wealth management including portfolio construction, investments, trusts and financial planning
  • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
  • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community
  • CFA, CFP or progress toward designation preferred
  • Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements
  • Self-starter that can plan, execute and follow through with minimal supervision
  • The ability to discuss complex solutions in simple terms
  • Ability to work and remain composed in stressful circumstances
  • Ability to provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects
  • A team player that can work effectively with diverse teams across regions.
  • Comfort with an entrepreneurial and dynamic business environment
  • Microsoft Suite of applications proficiency
  • Must be able to be physically present in the Bank to perform job duties
  • Series 65 license required, or must be obtained within 60 days of hire
  • Texas Regional Bank is and Equal Opportunity Employer.
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