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- Tasks: Join our Advisory Board to share insights and shape a new financial advice platform.
- Company: WeSimpliFi is revolutionising financial advice for everyone, not just the wealthy.
- Benefits: Gain equity compensation and valuable experience in an early-stage start-up.
- Why this job: Make a real impact with just a few hours each month and help others navigate finances.
- Qualifications: No board experience needed; just real-life experience and a desire for change.
- Other info: Participate in monthly chats and contribute to product development.
No board experience needed. Just real-life experience. At WeSimpliFi, we’re redesigning financial advice from the ground up—and we need your voice at the table.
We’re building an Advisory Board made up of people who:
- Have felt shut out of traditional financial advice
- Are overwhelmed trying to manage their money or investments
- Know the current system is built for the wealthy—and want to fix that
You don’t need any experience on a board. In fact, we prefer you don’t. We want people who’ve lived through the frustration and are ready to help create a better alternative.
We just require a few hours of your time each month - please note compensation is equity based.
Why Join?
- This is a unique opportunity to get experience on an advisory board
- Be part of an early-stage start-up that’s disrupting the financial advice industry
- Make an impact—with just a few hours of your time each month
- Share your experiences and help shape a product designed for everyone
About WeSimpliFi
WeSimpliFi is building a new financial advice platform. For a low monthly fee, users get access to human financial advisors via video call & messaging:
- No confusing jargon
- No hidden fees
- Just straight-up help from an expert
What You’ll Do:
- Share honest insights about what you need from your finances and your advisor
- Contribute to our community building and user testing
- Help shape our product roadmap, test features before launch, and give raw feedback
- Join monthly user advisory board chats
Who We’re Looking For:
- People who know the system isn’t working
- People who’ve felt ignored or priced out of financial advice
- People who want to change how money help is delivered
Advisory Board employer: WeSimpliFi
Contact Detail:
WeSimpliFi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory Board
✨Tip Number 1
Engage with WeSimpliFi on social media platforms. Follow them, comment on their posts, and share your thoughts about financial advice. This will help you get noticed and show your genuine interest in their mission.
✨Tip Number 2
Attend any webinars or events hosted by WeSimpliFi. This is a great way to learn more about their vision and connect with the team. Plus, it gives you a chance to voice your opinions and experiences directly.
✨Tip Number 3
Network with others who are passionate about changing the financial advice landscape. Join forums or groups where these discussions happen, and share your insights. This can help you build credibility and demonstrate your commitment to the cause.
✨Tip Number 4
Prepare to articulate your personal experiences with financial advice. Think about specific instances where you felt ignored or overwhelmed, as these stories will resonate with WeSimpliFi's mission and showcase your understanding of the issues at hand.
We think you need these skills to ace Advisory Board
Some tips for your application 🫡
Understand the Role: Before applying, take time to fully understand what being part of an Advisory Board at WeSimpliFi entails. Reflect on your personal experiences with financial advice and how they align with the company's mission.
Craft a Personal Statement: Write a compelling personal statement that highlights your real-life experiences with financial advice. Emphasise your frustrations and insights, and explain why you want to contribute to creating a better alternative.
Show Your Passion for Change: In your application, clearly express your desire to be part of a movement that aims to disrupt the traditional financial advice industry. Share specific examples of how you’ve felt shut out or overwhelmed by the current system.
Highlight Your Availability: Since the role requires a few hours each month, make sure to mention your availability in your application. This shows your commitment and willingness to engage actively with the Advisory Board.
How to prepare for a job interview at WeSimpliFi
✨Share Your Personal Experiences
Since WeSimpliFi is looking for individuals with real-life experiences, be prepared to share your own financial journey. Discuss the challenges you've faced and how they have shaped your perspective on financial advice.
✨Demonstrate Your Passion for Change
Express your enthusiasm for disrupting the traditional financial advice system. Highlight why you believe it's important to create a more inclusive and accessible platform for everyone.
✨Be Honest and Authentic
The company values raw feedback and honest insights. Approach the interview with authenticity, and don’t hesitate to voice your thoughts on what improvements can be made in the financial advice sector.
✨Prepare Questions About Their Vision
Show your interest in the role by preparing thoughtful questions about WeSimpliFi's goals and vision. This demonstrates that you are engaged and eager to contribute to their mission of making financial advice more accessible.
