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Redtail Jobs (NOW HIRING)

Matchstick

Service Advisor

Boulder, CO · On-site

$70K - $85K/yr

Work directly in Redtail CRM to track activity, notes, and next steps * Support account management through Raymond James (account updates, transfers, documentation, etc.) * Assist with trades, money ...

New

Scheeler Financial LLC

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Financial Administrative Assistant

West Chester, OH · On-site

Enter dictations, meeting notes, and summaries into the CRM ( Redtail ) * Manage post-meeting follow-ups and action items in the CRM and firm spreadsheets * Perform ongoing CRM data hygiene to ensure ...

Central Bancompany

Financial Advisor

Tulsa, OK · On-site

Document client communications and assign tasks via Redtail. Attend sales meetings and collaborate with bank branches. Perform other duties as assigned. Be technically proficient with required ...

Virtual Managers

Admin Assistant

New York, NY

$19.75 - $26.50/hr

Previous experience with a CRM - Redtail experience a plus. * Strong communication skills, both oral written. * Flexibility in workflow priorities as business needs change. NOTE: 3-4 days of training ...

Tax Works Inc

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Admin Assistant Receptionist

Rocklin, CA · On-site

$34K - $42K/yr

Familiarity with CRM software (e.g., Salesforce, Redtail) is a plus. * Ability to manage multiple priorities, meet deadlines, and work effectively under pressure. * High level of professionalism ...

Scheeler Financial LLC

Be Seen First

Financial Administrative Assistant

West Chester, OH · On-site

Enter dictations, meeting notes, and summaries into the CRM ( Redtail ) * Manage post-meeting follow-ups and action items in the CRM and firm spreadsheets * Perform ongoing CRM data hygiene to ensure ...

Orion

Technical Support Representative

Omaha, NE · On-site

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

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Redtail information

See salary details

$14.5K

$49.4K

$66.5K

How much do redtail jobs pay per year?

As of Aug 21, 2026, the average yearly pay for redtail in the United States is $49,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $53,500.00 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.

More about Redtail jobs

What cities are hiring for Redtail jobs?

Cities with the most Redtail job openings:

What states have the most Redtail jobs?

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What job categories do people searching Redtail jobs look for?

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Redtail jobs near you
Infographic showing various Redtail job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 80% Physical, 15% Hybrid, and 5% Remote job distribution, with an average salary of $49,447 per year, or $23.8 per hour.

Service Advisor

Matchstick

Boulder, CO • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

The Company:

At The Millstone Evans Group, we believe financial planning should feel clear, personal, and human—not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We’re a growing, high-touch wealth management firm with a strong reputation and an even stronger commitment to doing things the right way. As we continue to scale, we’re building the infrastructure, systems, and team to support that growth—without losing the relational core that defines us.


The Position:

As a Service Advisor, you will play an integral role in client relationship management and day-to-day client account administration. You will help drive execution, maintain attention to detail, and deliver a high level of client service throughout every stage of the client experience. Additionally, you will support general administrative, operational, and client service functions, as well as contribute to special projects and firm initiatives as needed. Through your efforts, you will help ensure the firm operates with accuracy, efficiency, and scalability as it continues to grow.


Responsibilities:

  • Manage client action items from start to finish—nothing falls through
  • Work directly in Redtail CRM to track activity, notes, and next steps
  • Support account management through Raymond James (account updates, transfers, documentation, etc.)
  • Assist with trades, money movement, and account maintenance
  • Coordinate onboarding for new clients and ensure a smooth experience
  • Handle client communication—emails, calls, and day-to-day requests
  • Stay on top of multiple priorities and shifting needs in a fast-paced environment
  • Lead the client billing process, including fee calculations, reconciliation, coordination with custodian, and resolution of billing inquiries
  • Assist with special projects and firm initiatives as needed


Qualifications:

  • Experience in wealth management, financial services, or an RIA environment
  • Familiarity with client accounts, trades, onboarding, and account maintenance
  • Experience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus)
  • Strong follow-through—you track details and close loops
  • Comfort working in ambiguity without needing rigid structure
  • Clear, professional communication with both clients and internal team
  • A team-oriented mindset with a willingness to jump in where needed


Salary & Benefits:

  • $70,000 - $85,000
  • Performance-based bonus aligned to individual and firm success
  • Health, dental, and vision insurance
  • Retirement plan with employer contribution
  • Generous paid time off and holidays