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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 to change the system.
- Other info: Participate in monthly chats and contribute to community building and product testing.
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 at hand.
✨Tip Number 3
Participate in online forums or social media groups focused on financial advice and personal finance. This will not only keep you informed about current trends but also allow you to gather diverse perspectives that can enrich your contributions to the board.
✨Tip Number 4
Prepare to share specific examples of your own financial challenges and how they could inform better solutions. Being ready to discuss your experiences candidly will demonstrate your commitment to improving the financial advice landscape.
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 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
Show 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, expressing your true thoughts and feelings about financial advice. This will help establish trust and show that you are genuinely invested in their mission.
✨Prepare Questions About Their Vision
Engage with the interviewers by asking thoughtful questions about WeSimpliFi's goals and future plans. This demonstrates your interest in the role and helps you understand how you can contribute effectively to their advisory board.
