ZipRecruiter

Log In

1

Redtail Jobs in Texas (NOW HIRING)

Centric Advisors, LLC

Executive Assistant

Cypress, TX · On-site

$50K - $70K/yr

Proficient in CRM platforms (Redtail or Wealthbox) and Microsoft Office, including Outlook and Excel. * Ability to develop and maintain executive-level tracking and reporting across all activity ...

Crims Group

Automation Tech III

Midland, TX

$39K/yr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Monitor and perform routine diagnostic checks on automated systems.

Crimson Group

Automation Tech III

Midland, TX · On-site

$39K/yr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Monitor and perform routine diagnostic checks on automated systems.

TalentLink Solutions

Be Seen First

Associate Advisor - Financial Services

Bryan, TX · On-site

$65K - $75K/yr

Knowledge of industry-specific software; familiarity with Redtail, Morningstar preferred * Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) * High ...

Crims Group

Automation Tech III

Midland, TX · On-site

$39K/yr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Monitor and perform routine diagnostic checks on automated systems.

Crims Group

Journeyman Electrician

Midland, TX

$26.25 - $36/hr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: Respond to service calls quickly and within the expected timeframe ...

Crims Group

Plant Board Operator

Fort Stockton, TX · On-site

$55 - $60/hr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Monitor and control plant equipment and processes through centralized ...

Crimson Group

Journeyman Electrician

Midland, TX · On-site

$26.25 - $36/hr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: Respond to service calls quickly and within the expected timeframe ...

Crims Group

Plant Board Operator

Fort Stockton, TX

$55 - $60/hr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Monitor and control plant equipment and processes through centralized ...

Crims Group

I&E Technician/Electrician

Midland, TX · On-site

The opportunity to participate in charitable events through our charity, RedTail Community Foundation What You'll Do: * Drive maintenance excellence by performing scheduled inspections, servicing ...

Crimson Group

I&E Technician

Midland, TX · On-site

The opportunity to participate in charitable events through our charity,RedTail Community Foundation What Youll Do: * Drive maintenance excellence by performing scheduled inspections, servicing ...

Crimson Group

Plant Board Operator

Fort Stockton, TX · On-site

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Monitor and control plant equipment and processes through centralized ...

New

next page

Showing results 1-20

All JobsRedtail JobsRedtail Jobs in Texas

Redtail information

See Texas salary details

$13.5K

$46.1K

$62K

How much do redtail jobs pay per year?

As of Jul 16, 2026, the average yearly pay for redtail in Texas is $46,067.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $49,800.00 per year, depending on experience, location, and employer.

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 Redtail jobs?

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 popular job titles related to Redtail jobs in Texas? For Redtail jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Redtail jobs in Texas look for? The top searched job categories for Redtail jobs in Texas are:
Redtail jobs near you
Infographic showing various Redtail job openings in Texas as of July 2026, with employment types broken down into 95% Full Time, 4% Part Time, and 1% Contract. Highlights an 82% Physical, 12% Hybrid, and 6% Remote job distribution, with an average salary of $46,067 per year, or $22.1 per hour.

Client Service Representative/Paraplanner Park Place Financial

Kestra Financial Independent Advisor

Bellaire, TX

$50K - $75K/yr

Full-time

Medical, Dental, Retirement

Posted 4 days ago

Job description

We are an independent financial planning firm in Bellaire, Texas.  The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business.  We seek an individual who can work full time in the office. 

We work primarily with people who are retired or who are retiring soon.  Our practice is largely focused upon helping clients pay less tax and not outlive their money.

Position Duties and Responsibilities:

       Maintain ongoing relationships with existing clients

       Process new account paperwork.

       Process distributions, Roth conversions, and other transactions.  

       Respond to client inquiries.

       Scheduling meetings with clients.

       Assist clients with website access, password resets, etc.

       Prepare for and follow up on client meetings.

       Responsible for meeting compliance requirements.

       Assist with administrative and marketing duties.

       Potential to become a financial advisor.

 Qualifications:

 *      Bachelor's Degree preferred

 *      Active 7, 63 and 65, or Series 7 and 66 preferred

*       Texas Insurance License ideal

*       3 years or more experience in financial services

*       Excellent written and oral communication skills

*       Ability to prioritize tasks and meet deadlines

*       Strong client service orientation

*       Outgoing, friendly personality a plus

*       Familiarity with NFS, Redtail, and Emoney a plus

Must be able to pass a background check including fingerprinting.

Compensation:

*       $50,000 - $75,000 depending upon skill and experience

*       Employer pays 100% of employee health and dental

*       401(k) with match

*       Profit Sharing Plan

*       Discretionary Quarterly Bonus

Apply