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Redtail Jobs (NOW HIRING)

Theresa Wiedmann

Administrative Sales Assistant

Horsham, PA

$18.25 - $23.75/hr

Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software * At least 2 years of previous experience in ...

Theresa Wiedmann

Administrative/ Sales Assistant

Horsham, PA

$18.25 - $23.75/hr

Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software * At least 2 years of previous experience in ...

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 · On-site

$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

Be Seen First

Associate Financial Advisor/Executive Assistant

Rocklin, CA · On-site

$41K - $52K/yr

Support the preparation of client review materials, financial plans, and investment proposals. * Assist in maintaining client relationship management (CRM) systems (e.g., Salesforce, Redtail ...

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 ...

Orion

Customer Success Associate

Omaha, NE · Hybrid

$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 ...

Tax Works Inc

Be Seen First

Associate Financial Advisor/Executive Assistant

Rocklin, CA · On-site

$41K - $52K/yr

Support the preparation of client review materials, financial plans, and investment proposals. * Assist in maintaining client relationship management (CRM) systems (e.g., Salesforce, Redtail ...

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All JobsRedtail Jobs

Redtail information

See salary details

$14.5K

$49.4K

$66.5K

How much do redtail jobs pay per year?

As of Jun 16, 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 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.
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? States with the most job openings for Redtail jobs include:
What job categories do people searching Redtail jobs look for? The top searched job categories for Redtail jobs are:
Redtail jobs near you
Infographic showing various Redtail job openings in the United States as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, 1% Contract, and 1% Nights. Highlights an 79% Physical, 18% Hybrid, and 3% Remote job distribution, with an average salary of $49,447 per year, or $23.8 per hour.

Administrative Sales Assistant

Theresa Wiedmann

Horsham, PA

$18.25 - $23.75/hr

Other

Posted 14 days ago

Job description

A successful Financial Advisor in Horsham, PA is seeking a qualified professional to join her team in the important role of Administrative/Sales Assistant in the Horsham office.

This position requires excellent customer service and problem-solving skills, which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter.

Responsibilities:

  • Responsible for proactive client contact which includes communication by phone, email
  • Assist clients with service needs, including general account questions, account and beneficiary changes, loans and withdrawals
  • Schedule and confirm client appointments by email, phone, and use of electronic calendar
  • Client appointment preparation – appointment agendas, running performance reports, gathering proper paperwork, etc.
  • Document all client interactions via CRM
  • Responsible for executing marketing tasks, as needed
  • Assist with various on-location events as needed
  • Submit correspondence and sales material to compliance for review
  • Ensure that Required Minimum Distributions are scheduled and taken
  • Inform financial advisor of client issues
  • Stay apprised on industry and company rules and regulations
  • Attend branch operations meetings and sales assistant conferences
  • Other projects and tasks as assigned
  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently and with team members
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions
  • Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software
  • At least 2 years of previous experience in sales support
  • Investment/brokerage operations experience
  • Customer service experience
  • Thorough knowledge of mutual funds and retirement plans
  • Industry experience and Series 6 or 7 and Series 63 registrations required within 6 months of employment
  • SIE exam required if not FINRA licensed

Skills Required:

  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently and with team members
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions

Software Used:

  • Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software

Knowledge/Experience:

  • At least 2 years of previous experience in sales support
  • Investment/brokerage operations experience
  • Customer service experience
  • Thorough knowledge of mutual funds and retirement plans
  • Industry experience and Series 6 or 7 and Series 63 registrations required within 6 months of employment
  • SIE exam required if not FINRA licensed

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