$55K - $65K/yr
Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating and maintaining systems so organization and Excel skills is a must. This is a ...
Quick apply
$55K - $65K/yr
Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating and maintaining systems so organization and Excel skills is a must. This is a ...
$55K - $65K/yr
Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating and maintaining systems so organization and Excel skills is a must. This is a ...
Quick apply
$55K - $65K/yr
Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating and maintaining systems so organization and Excel skills is a must. This is a ...
Spring Hill, FL · On-site
Maintain accurate CRM records (Redtail). * Ensure all documentation is complete, compliant, and audit-ready. * Uphold the highest level of fiduciary and ethical standards. Qualifications: Required:
Quick apply
Spring Hill, FL · On-site
Maintain accurate CRM records (Redtail). * Ensure all documentation is complete, compliant, and audit-ready. * Uphold the highest level of fiduciary and ethical standards. Qualifications: Required:
Be Seen First
Boca Raton, FL · On-site
$60K - $75K/yr
Experience with CRM software (e.g., Redtail, Salesforce, etc.) * Familiarity with financial services terminology or workflow * Understanding of basic investment or insurance products * Flexible and ...
Quick apply
Be Seen First
Boca Raton, FL · On-site
$60K - $75K/yr
Experience with CRM software (e.g., Redtail, Salesforce, etc.) * Familiarity with financial services terminology or workflow * Understanding of basic investment or insurance products * Flexible and ...
Fruitland Park, FL · On-site
$45K - $55K/yr
Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail . Be proficient in Microsoft Office software ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail . Be proficient in Microsoft Office software ...
$45K - $55K/yr
Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail . Be proficient in Microsoft Office software ...
Quick apply
$45K - $55K/yr
Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail . Be proficient in Microsoft Office software ...
Fruitland Park, FL · On-site
$45K - $55K/yr
Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail . Be proficient in Microsoft Office software ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail . Be proficient in Microsoft Office software ...
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$13.25 - $18/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$13.25 - $18/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Edgewood, FL · On-site
$13 - $17.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Edgewood, FL · On-site
$13 - $17.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$13 - $18/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$13 - $18/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$47K - $78K/yr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$47K - $78K/yr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Pine Hills, FL · On-site
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Pine Hills, FL · On-site
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Pine Castle, FL · On-site
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Pine Castle, FL · On-site
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Winter Park, FL · On-site
$13.75 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Winter Park, FL · On-site
$13.75 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Azalea Park, FL · On-site
$13 - $18/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Azalea Park, FL · On-site
$13 - $18/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$13.50 - $18.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$12.75 - $17.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
Orlando, FL · On-site
$12.75 - $17.75/hr
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...
$60K - $70K/yr
Proficiency in Microsoft Office; CRM experience (e.g., Redtail, Salesforce, Wealthbox) preferred Preferred Qualifications * Bachelor's degree preferred (Finance, Business, or related field)
Quick apply
$60K - $70K/yr
Proficiency in Microsoft Office; CRM experience (e.g., Redtail, Salesforce, Wealthbox) preferred Preferred Qualifications * Bachelor's degree preferred (Finance, Business, or related field)
$60K - $70K/yr
Proficiency in Microsoft Office; CRM experience (e.g., Redtail, Salesforce, Wealthbox) preferred Preferred Qualifications * Bachelor's degree preferred (Finance, Business, or related field)
$60K - $70K/yr
Proficiency in Microsoft Office; CRM experience (e.g., Redtail, Salesforce, Wealthbox) preferred Preferred Qualifications * Bachelor's degree preferred (Finance, Business, or related field)
$10.8K - $14.4K
1% of jobs
$14.4K - $17.9K
0% of jobs
$17.9K - $21.4K
0% of jobs
$21.4K - $25K
3% of jobs
$25K - $28.5K
2% of jobs
$28.5K - $32K
7% of jobs
$34.3K is the 25th percentile. Wages below this are outliers.
$32K - $35.6K
18% of jobs
The median wage is $37.6K / yr.
$35.6K - $39.1K
32% of jobs
$40.4K is the 75th percentile. Wages above this are outliers.
$39.1K - $42.6K
32% of jobs
$42.6K - $46.2K
4% of jobs
$46.2K - $49.7K
1% of jobs
$10.8K
$37K
$49.7K
| Aspect | Redtail | CRM Specialist |
|---|---|---|
| Credentials | Typically requires financial or tech certifications, familiarity with Redtail | Requires CRM platform knowledge, often certifications vary by platform |
| Work Environment | Financial advisory firms, tech companies, financial services | Financial firms, marketing agencies, customer service teams |
| Employer & Industry Usage | Used by financial advisors for client management | Used across industries for customer relationship management |
| Search & Comparison Intent | People compare Redtail with other CRM tools or roles involving Redtail | People compare CRM Specialist roles across platforms or industries |
Redtail is a specific CRM platform widely used in financial services, requiring familiarity with its features. A CRM Specialist, on the other hand, is a role that involves managing various CRM systems, including Redtail, and may require platform-specific certifications. While Redtail focuses on client management within financial firms, CRM Specialists work across industries to optimize customer relationships using different CRM tools.
$55K - $65K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 3 days ago
Looking for Registered Field Assistant with at least 5 years of brokerage experience (not in banking sector). Must have at least Series 6 but Series 7 preferred and a Bachelors Degree. Will be responsible for opening and servicing brokerage, advisory and 529 accounts, and will serve as a primary point of contact for our high net worth clients. Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating and maintaining systems so organization and Excel skills is a must. This is a small, close-knit family so the most important attribute is a positive attitude and team player. We are a one-stop shop offering comprehensive financial planning, therefore, employees are each cross-trained and have a unique opportunity to learn all aspects of the industry.
