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Albridge Jobs (NOW HIRING)

Cooperidge Consulting Firm

Client Service Associate

Towson, MD · On-site

$14 - $19.25/hr

Familiarity with platforms such as Wealthscape, Redtail, eMoney, PreciseFP, and Albridge is ideal. * Technical: Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe PDF editing ...

Cooperidge Consulting Firm

Client Service Associate

Towson, MD · On-site

$14 - $19.25/hr

Familiarity with platforms such as Wealthscape, Redtail, eMoney, PreciseFP, and Albridge is ideal. * Technical: Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe PDF editing ...

Cooperidge Consulting Firm

Client Service Associate

Towson, MD · On-site

$14 - $19.25/hr

Familiarity with platforms such as Wealthscape, Redtail, eMoney, PreciseFP, and Albridge is ideal. * Technical: Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe PDF editing ...

Kestra Holdings

Office Coordinator

Alpharetta, GA · On-site

$17.50 - $23.50/hr

Knowledge in RedTail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred * Enjoy interacting with several people daily SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE:

Kestra Holdings

Onboarding Consultant

Austin, TX · On-site

... Albridge, eMoney) * Collaborate with operational teams to ensure the efficient and accurate processing of account setup and transfer documentation after registration. * Monitor and report on the ...

Allbridge

Account Executive, Senior Living

Dallas, TX · Remote

Consistently integrates Albridge's core values into their everyday habits by treating all customers, internal and external, professionally, honestly, and respectfully. * Accepts ownership and ...

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$69.7K

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How much do albridge jobs pay per year?

As of May 30, 2026, the average yearly pay for albridge in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Albridge Specialist, and why are they important?

To thrive as an Albridge Specialist, you need a solid understanding of financial data management, portfolio reporting, and experience in the wealth management industry, often supported by a relevant degree. Familiarity with the Albridge Wealth Reporting platform, data aggregation tools, and CRM systems is typically required. Strong analytical thinking, attention to detail, and effective communication are essential soft skills for this role. These skills enable accurate financial reporting, efficient data integration, and clear client communication, which are vital for supporting advisors and ensuring data integrity.

What are some common challenges faced by professionals working with Albridge data management tools, and how can they be addressed?

Professionals working with Albridge data management tools often encounter challenges related to data integration, accuracy, and timely reporting. Ensuring that data from multiple sources is correctly aggregated and reconciled requires close attention to detail, strong analytical skills, and familiarity with both Albridge’s interface and compatible platforms. Team members typically collaborate with IT, compliance, and financial advisory teams to resolve discrepancies, implement process improvements, and maintain data integrity. Staying up-to-date on Albridge system updates and best practices can help mitigate these challenges and support efficient workflow.

What is an Albridge specialist?

An Albridge specialist is a professional who manages and supports the use of Albridge Wealth Reporting, a platform used by financial advisors to consolidate and analyze client account data. Their responsibilities typically include data integration, report generation, troubleshooting, and training users on the system. They ensure accurate data aggregation from various sources, help advisors interpret financial reports, and maintain data security and compliance. Albridge specialists often work within wealth management firms, helping streamline client reporting and decision-making processes.

What is the difference between Albridge vs Financial Advisor?

AspectAlbridgeFinancial Advisor
CredentialsTypically requires Series 7, 66, or 65 licenses; may have certifications like CFP or CFAOften holds CFP, CFA, or other financial planning certifications; Series 7/66 licenses common
Work EnvironmentPrimarily works in financial firms, data management, and client reportingWorks directly with clients, providing financial planning and investment advice
Employer & Industry UsageUsed by financial institutions for data aggregation and reportingEmployed by financial advisory firms, banks, or independently as a client-facing role

Albridge professionals focus on data management and reporting within financial firms, while Financial Advisors work directly with clients to develop financial plans and investment strategies. Both roles require relevant licenses and certifications, but their daily tasks and work environments differ significantly.

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What job categories do people searching Albridge jobs look for? The top searched job categories for Albridge jobs are:
Albridge jobs near you
Infographic showing various Albridge job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 65% Physical, 22% Hybrid, and 13% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Client Service Associate (RIA) $75K-$85K - Towson, MD | Apply Now

247Protas

Towson, MD

$75K - $85K/yr

Other

Posted 15 days ago

Job description

About the job Client Service Associate (RIA) $75K-$85K - Towson, MD | Apply Now
Now Hiring: Client Service Associate (RIA) in Towson, MD!Apply now with 24/7 PT.• Responsibilities:- Manage the full client onboarding process including distribution and tracking of intake forms- Open new accounts for new and existing clients including brokerage accounts, 529 plans, and annuities- Verify client information and maintain accurate internal records• Requirements:- 3 to 5 years of RIA or broker-dealer operations and client service experience within financial advisory practice- Familiarity with Wealthscape, Redtail, eMoney, Wealth- com, Precise FP, and Albridge Apply now with 24/7 PT! Compensation:- Competitive pay ($75,000-$85,000/year)

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