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Redtail Jobs in Florida (NOW HIRING)

Moors & Cabot Inc

Financial Advisor

Winter Park, FL · On-site

Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined ...

Moors & Cabot Inc

Financial Advisor

Sarasota, FL · On-site

Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined ...

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All JobsRedtail JobsRedtail Jobs in Florida

Redtail information

See Florida salary details

$10.8K

$37K

$49.7K

How much do redtail jobs pay per year?

As of Aug 21, 2026, the average yearly pay for redtail in Florida is $36,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,600.00 and $40,000.00 per year, depending on experience, location, and employer.

What is a Redtail job?

Redtail jobs typically refer to positions at Redtail Technology, a company known for its customer relationship management (CRM) solutions, especially for financial professionals. These roles can include software developers, customer support specialists, sales representatives, and account managers. Employees at Redtail work on developing, maintaining, and supporting CRM software that helps financial advisors manage client relationships more efficiently. Working at Redtail often involves collaborating with a team to enhance user experience and provide innovative solutions for clients. Positions may also require knowledge of financial services or software development, depending on the specific role.

What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?

Professionals using Redtail CRM often encounter challenges related to data management, customization, and integrating the platform with other tools. Keeping client information up to date and ensuring data accuracy can require diligent attention, especially in busy advisory environments. Learning to customize workflows and reports to meet specific business needs may take some initial training but greatly enhances efficiency. Additionally, integrating Redtail CRM with financial planning or email tools can streamline operations, so leveraging available support resources and ongoing training is helpful for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Redtail CRM specialist, and why are they important?

To thrive as a Redtail CRM Specialist, you need a thorough understanding of client relationship management, data entry accuracy, and financial industry knowledge, often supported by relevant experience or training. Familiarity with Redtail CRM software, integration tools, and data management systems is typically required. Strong attention to detail, problem-solving abilities, and excellent communication skills help you support users and streamline workflows. These skills are essential for maximizing CRM efficiency, ensuring data integrity, and enhancing client service within financial advisory settings.

What is the difference between Redtail vs CRM Specialist?

AspectRedtailCRM Specialist
CredentialsTypically requires financial or tech certifications, familiarity with RedtailRequires CRM platform knowledge, often certifications vary by platform
Work EnvironmentFinancial advisory firms, tech companies, financial servicesFinancial firms, marketing agencies, customer service teams
Employer & Industry UsageUsed by financial advisors for client managementUsed across industries for customer relationship management
Search & Comparison IntentPeople compare Redtail with other CRM tools or roles involving RedtailPeople 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.

What are popular job titles related to Redtail jobs in Florida?

For Redtail jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Redtail jobs in Florida look for?

The top searched job categories for Redtail jobs in Florida are:

Redtail jobs near you
Infographic showing various Redtail job openings in Florida as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 80% Physical, 15% Hybrid, and 5% Remote job distribution, with an average salary of $36,951 per year, or $17.8 per hour.

Financial Advisor Assisstant (Delray Beach, FL)

Humans Being Resources

Delray Beach, FL • On-site

$55K - $70K/yr

Full-time

Medical, PTO

Posted yesterday

New

Job description

Financial Office Assistant
Financial Advisor Assistant
(Financial Services Firm)
Our client's Financial Services Firm located in the Delray Beach, FL area is looking to add a key employee to the Team. They are seeking a professional Financial Office Assistant / Financial Advisor Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. If you want to join a team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • 2+ years of Financial Services / Wealth Management experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus
  • Experience with Medicare Supplement plans is a plus
ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Office Assistant / Financial Advisor Assistant you will:
  • Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Manage financial advisory team calendar appointments, meetings, events, travel, etc. as needed
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION
  • $55,000 - $70,000 Annual Compensation (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Healthcare Insurance Contribution + SEP Plan Contribution
  • Generous PTO Policy & Paid Holidays
  • Great Work/Life Balance

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Office Assistant / Financial Advisor Assistant position in the Delray Beach, FL area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!