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For Companies At a Glance
- 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 advisory board experience and equity compensation while making a real impact.
- Why this job: Be part of a start-up that values your voice and aims to disrupt the industry.
- Qualifications: No board experience needed; just real-life experience with financial frustrations.
- Other info: Commit a few hours each month to help create a better financial future.
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's mission by researching their values and goals. Understanding their approach to financial advice will help you articulate how your personal experiences align with their vision during discussions.
✨Tip Number 2
Network with individuals who have similar experiences or frustrations regarding traditional financial advice. Sharing these stories can provide valuable insights that you can bring to the Advisory Board, showcasing your real-life understanding of the issues.
✨Tip Number 3
Stay updated on current trends in the financial advice industry. Being knowledgeable about recent developments will allow you to contribute meaningfully to discussions and demonstrate your commitment to improving the system.
✨Tip Number 4
Prepare to share specific examples of your own financial challenges and how they could inform better practices. This will not only highlight your suitability for the role but also show your willingness to be an active participant in shaping a new approach.
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.
Keep it Concise and Authentic: Ensure your application is concise yet authentic. Avoid jargon and focus on genuine storytelling that reflects your journey and aspirations. This will resonate more with the selection committee.
How to prepare for a job interview at WeSimpliFi
✨Share Your Personal Experience
Since WeSimpliFi values real-life experiences over formal board credentials, be prepared to share your personal journey with financial advice. Highlight specific instances where you felt shut out or overwhelmed, as this will resonate with their mission.
✨Demonstrate Your Passion for Change
Express your enthusiasm for disrupting the traditional financial advice system. Discuss why you believe it's important to create a more inclusive platform and how your insights can contribute to that change.
✨Be Honest and Authentic
WeSimpliFi is looking for raw feedback and honest insights. Approach the interview with authenticity, sharing both your frustrations and hopes for a better financial advice system. This will help establish trust and show your commitment to their cause.
✨Prepare Questions About Their Vision
Show your interest in the company by preparing thoughtful questions about their goals and vision for the advisory board. This not only demonstrates your engagement but also helps you understand how you can best contribute to their mission.
