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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 advisory experience, equity compensation, and flexible hours with a start-up vibe.
- Why this job: Make a real impact in the financial industry while sharing your experiences and ideas.
- Qualifications: No board experience needed; just a passion for change and real-life financial challenges.
- Other info: Commit a few hours monthly and help create a product designed for all.
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
Prepare to discuss specific instances where you felt excluded from financial advice. Being able to share concrete examples will demonstrate your genuine interest in improving the system and highlight your potential contributions to the board.
✨Tip Number 4
Stay updated on trends and changes in the financial advice industry. This knowledge will not only enhance your discussions but also show your commitment to being an active participant in shaping a better alternative for everyone.
We think you need these skills to ace Advisory Board
Some tips for your application 🫡
Understand the Role: Before applying, take time to understand what WeSimpliFi is looking for in an Advisory Board member. 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. Be honest about your frustrations and articulate how you can contribute to creating a better alternative.
Show Your Passion: In your application, express your passion for changing the financial advice landscape. Mention specific aspects of WeSimpliFi's approach that resonate with you and why you want to be part of their journey.
Keep it Concise: While sharing your experiences is important, ensure your application is concise and to the point. Focus on key experiences that demonstrate your understanding of the issues at hand and your commitment to making a difference.
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 and accessible platform, and how your insights can contribute to that vision.
✨Be Honest and Authentic
WeSimpliFi is looking for raw feedback and honest insights. During the interview, don’t hesitate to express your thoughts candidly about what you need from financial services and how they can improve. Authenticity will set you apart.
✨Prepare Questions About Their Vision
Engage with the interviewers by asking thoughtful questions about WeSimpliFi's goals and future plans. This shows your interest in the role and helps you understand how you can best contribute to their mission.
