Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
Senior Compressor Mechanic
Midland, TX · On-site
$48 - $54/hr
The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...
Senior Compressor Mechanic
Midland, TX · On-site
$48 - $54/hr
The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...
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.
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.
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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.
Wealth Advisory - Relationship Manager
Austin, TX · On-site +1
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
Wealth Advisory - Relationship Manager
Austin, TX · On-site +1
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar). * Polished, professional verbal and written communication. * Comfort with technology and AI-assisted tools - we use them ...
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar). * Polished, professional verbal and written communication. * Comfort with technology and AI-assisted tools - we use them ...
Senior Compressor Mechanic
Midland, TX · On-site
$48 - $54/hr
The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...
Quick apply
Senior Compressor Mechanic
Midland, TX · On-site
$48 - $54/hr
The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...
... RedTail Community Foundation What You Will Be Doing: Assist with testing, inspection, maintenance, and repair of relief valves and pressure control equipment Perform valve disassembly, cleaning ...
... RedTail Community Foundation What You Will Be Doing: Assist with testing, inspection, maintenance, and repair of relief valves and pressure control equipment Perform valve disassembly, cleaning ...
Senior Compressor Mechanic
$48 - $54/hr
The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...
Senior Compressor Mechanic
$48 - $54/hr
The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...
The opportunity to participate in charitable events through our charity, RedTail Community Foundation What You Will Be Doing: * Assist with testing, inspection, maintenance, and repair of relief ...
Quick apply
The opportunity to participate in charitable events through our charity, RedTail Community Foundation What You Will Be Doing: * Assist with testing, inspection, maintenance, and repair of relief ...
Data entry (Redtail, eMoney, NDEX) * Customer service (answering phones, processing and forwarding requests) * Account Servicing (generating/processing paperwork) * Scanning/Filing * Check deposit ...
Data entry (Redtail, eMoney, NDEX) * Customer service (answering phones, processing and forwarding requests) * Account Servicing (generating/processing paperwork) * Scanning/Filing * Check deposit ...
Familiarity with common fintech and CRM systems such as Redtail, Salesforce, Black Diamond, Orion, or similar is preferred. * Experience with project management tools, or workflow platforms is ...
Familiarity with common fintech and CRM systems such as Redtail, Salesforce, Black Diamond, Orion, or similar is preferred. * Experience with project management tools, or workflow platforms is ...
Financial Planning Analyst
Houston, TX · On-site
$60K - $80K/yr
Experience in eMoney, Redtail CRM, and Orion software systems preferred. * Must be willing to relocate to Houston, TX. What We Offer * Collaborative, Positive Teammates * Advancement Opportunities
Quick apply
Financial Planning Analyst
Houston, TX · On-site
$60K - $80K/yr
Experience in eMoney, Redtail CRM, and Orion software systems preferred. * Must be willing to relocate to Houston, TX. What We Offer * Collaborative, Positive Teammates * Advancement Opportunities
Redtail information
See Texas salary details
$13.5K - $17.9K
1% of jobs
$17.9K - $22.3K
0% of jobs
$22.3K - $26.7K
0% of jobs
$26.7K - $31.1K
3% of jobs
$31.1K - $35.5K
2% of jobs
$35.5K - $39.9K
7% of jobs
$42.7K is the 25th percentile. Wages below this are outliers.
$39.9K - $44.3K
18% of jobs
The median wage is $46.9K / yr.
$44.3K - $48.7K
32% of jobs
$50.4K is the 75th percentile. Wages above this are outliers.
$48.7K - $53.1K
32% of jobs
$53.1K - $57.6K
4% of jobs
$57.6K - $62K
1% of jobs
$13.5K
$46.1K
$62K
How much do redtail jobs pay per year?
What is a Redtail job?
What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a Redtail CRM specialist, and why are they important?
What is the difference between Redtail vs CRM Specialist?
| 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.
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:

Job description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
You'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.
Your Impact
- Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
- Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
- Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
- Coordinate client onboarding, account transitions, and service requests in partnership with operations
- Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
- Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet
The Ideal Match
- 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
- Proven track record managing high-touch relationships with high-net-worth individuals or families
- Exceptional follow-through, clients never have to chase you twice
- Warm, professional communicator who builds trust naturally
- Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
- Series 65 or equivalent a plus; CFP coursework welcomed
Bonus Points
- Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
- CRM proficiency (Salesforce, Redtail, or similar)
- Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
- Familiarity with modern wealth tech platforms
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019