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Redtail Jobs in Texas (NOW HIRING)

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$100K - $150K/yr

... Redtail CRM, Morningstar, eMoney, and VeoOne preferred Professional consultative sales approach with strong organization, time management, and public speaking abilities Ability to present complex ...

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$200K - $300K/yr

... Redtail CRM, Morningstar, eMoney, and VeoOne preferredProfessional consultative sales approach with strong organization, time management, and public speaking abilitiesAbility to present complex ...

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.

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 ...

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 ...

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 ...

Crims Group

Compressor Operator - Pecos

Gardendale, TX · On-site

$38 - $48/hr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Oversee Daily Operation and Maintenance of compressors and all ...

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 ...

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

I&E Technician

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

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.

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Showing results 21-40

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 Aug 8, 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 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 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 August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution, with an average salary of $46,067 per year, or $22.1 per hour.

Wealth Advisor (Producer)

SWMG

Fort Worth, TX • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

We are seeking a seasoned Wealth Advisor with a demonstrated track record of attracting, converting, and advising high net worth clients. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who upholds the highest level of integrity and consistently puts the client first.
About Strittmatter
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Position Details
Location: Fort Worth, TX
Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $100,000-$150,000 base, target income $300,000
Status: Full time, 40 hours per week
Benefits: Medical, Dental, Vision, Disability, Life Insurance, PTO, 401k with match
Job Responsibilities
Conversion of company provided leads and self-generated referrals into clients using our proven sales process
Onboarding new clients and overseeing asset transfers before transitioning relationships to the servicing team
Primary focus on client conversion and onboarding activities
Manage the financial planning process from start to finish utilizing eMoney Advisor and other planning tools
Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations
Present financial and investment recommendations to clients
Conduct research related to assigned cases and participate in daily trading coordination and task review
Ensure compliance documentation and notation standards are met
Assist in development of marketing materials and other firm initiatives
Job Requirements
Minimum five years of financial planning experience in a client facing role
Verifiable history of new client conversion and onboarding success
Certified Financial Planner designation preferred
Life and Health Insurance license required
Bachelor's degree or higher
Strong knowledge of financial markets, economic and accounting principles, investments, insurance products, and financial planning regulations
Proficiency in Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, and VeoOne preferred
Professional consultative sales approach with strong organization, time management, and public speaking abilities
Ability to present complex financial concepts in clear, understandable language
Commitment to high ethical standards and fiduciary responsibility
Why Strittmatter
  • Long term career-focused company with growth opportunities
  • Competitive compensation with performance-based bonuses.
  • Comprehensive benefits package, including medical, dental, vision, disability, and life insurance.
  • 401(k) with company match to support your financial future.
  • A professional, collaborative, and growth-oriented work environment.

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