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Wealth Simple Jobs (NOW HIRING)

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

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

Senior Wealth Analyst

Sewickley, PA · On-site

$81K - $101K/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

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 ...

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Wealth Simple information

Is Wealthsimple a good company to work for?

Wealthsimple is generally regarded as a reputable employer in the financial technology sector, offering roles in areas such as investment management and customer support. Employees often cite a collaborative work environment, flexible schedules, and opportunities for professional growth, though experiences can vary by role and location.

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 skills in finance, technology, or client service, and may involve remote or in-office work depending on the position.

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 much do you get paid at Wealthsimple?

Salaries at Wealthsimple vary depending on the role, experience, and location. Entry-level positions typically start around $50,000 to $70,000 annually, while more experienced roles can earn over $100,000 per year. Compensation may also include bonuses, benefits, and stock options for certain positions.

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 jobs pay 2000 a day?

Jobs that can pay $2,000 a day typically include high-level roles such as investment bankers, corporate lawyers, specialized surgeons, or successful entrepreneurs. These positions often require advanced skills, extensive experience, and sometimes significant certifications or education, and they may involve long hours or high-pressure environments.

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.
More about Wealth Simple jobs
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Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in the United States as of June 2026, with employment types broken down into 33% Full Time, and 67% Part Time. Highlights an 100% In-person job distribution.
Wealth Advisor

Wealth Advisor

Carson Group

Baton Rouge, LA • On-site

$145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
Establish and grow client relationships by delivering comprehensive financial planning and advisory services. Source prospective clients through networking and referrals to expand the firm's reach. Provide proactive service, guidance, and communication that supports clients in achieving their financial objectives. Promote the firm's wealth enhancement and planning services while adhering to regulatory requirements and maintaining all continuing education obligations.
Essential Functions
Client Advisory & Relationship Management: Provide clear information and education to clients regarding financial plans, services, and strategies. Review investment products in client accounts and reallocate to appropriate models to support client goals. Own all communication with assigned clients, including calls, emails, and in-person or virtual meetings. Address client needs promptly and thoroughly to ensure a high-quality advisory experience.
Business Development & Networking: Source prospective client opportunities through networking, referrals, and community engagement. Promote the firm's wealth enhancement and planning services to prospective and existing clients.
Compliance & Professional Standards: Adhere to all company policies and industry supervisory guidelines. Maintain all continuing education requirements and required training for the advisor role. Maintain a clean U-4 and uphold ethical and regulatory standards.
Team Collaboration & Firm Engagement: Participate in advisor team meetings, training sessions, and continuing education programs. Attend firm client events to support relationship building and client engagement.
Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What You Need
• Minimum of five years of investment advisory experience required
• Bachelor's degree preferred
• Active Series 65 or 66 required
• Clean U-4 required
• Certified Financial Planner™ (CFP®) preferred
• Strong business development skills required
• Excellent interpersonal and communication skills required
• Strong client service orientation required
• Excellent organizational and time-management skills required
• Ability to manage multiple tasks and priorities simultaneously required
EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • The base pay for this position across all US geographic markets ranges from $60,000.00/year to $145,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental ,Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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