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Wealthbox Jobs (NOW HIRING)

Beacon Bank

Client Service Associate

Boston, MA

$15.75 - $21.75/hr

Maintain client database (Wealthbox CRM) for tracking and follow up, assist with outgoing correspondence * Managing company policies that relate to client satisfaction standards and ensuring that all ...

TalentClout

Systems & Operations Analyst

Aventura, FL · On-site

$60K - $85K/yr

Key Responsibilities Support the administration and continuous improvement of core internal systems: CRM (Wealthbox) Portfolio management platform (Addepar) Document management (Box) Identify manual ...

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 ...

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How much do wealthbox jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for wealthbox in the United States is $61.45, according to ZipRecruiter salary data. Most workers in this role earn between $53.12 and $68.51 per hour, depending on experience, location, and employer.

What is the difference between Wealthbox vs Financial Advisor?

AspectWealthboxFinancial Advisor
CredentialsTypically no specific certifications required, but familiarity with financial toolsOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentSoftware platform used by financial professionals for client managementAdvises clients on investments, estate planning, and financial strategies
Employer & IndustryFinancial advisory firms, wealth management companiesFinancial planning firms, banks, independent advisory practices
Search & Comparison IntentUsers comparing financial management tools and platformsUsers seeking financial planning and advisory services

Wealthbox is a client management software platform used by financial professionals, whereas a Financial Advisor provides personalized financial planning and investment advice to clients. While Wealthbox helps advisors organize client data, a Financial Advisor actively guides clients through financial decisions. Both roles are integral to the financial industry but serve different functions.

Is Wealthbox a legit company?

Wealthbox is a legitimate company that offers a cloud-based customer relationship management (CRM) platform for financial advisors. It is widely used in the financial services industry and is known for its integration capabilities and user-friendly interface. Job seekers should verify specific roles and company details through official sources or trusted job platforms.

What is Wealthbox?

Wealthbox is a customer relationship management (CRM) software specifically designed for financial advisors and wealth management firms. It helps professionals organize client information, streamline workflows, and improve communication within their teams. Wealthbox offers features such as contact management, task tracking, calendar integration, workflow automation, and secure client communication. Its user-friendly interface and integration capabilities make it a popular choice for advisors looking to enhance their client service and operational efficiency.

What are the key skills and qualifications needed to thrive as a Wealthbox (CRM) Specialist, and why are they important?

To thrive as a Wealthbox (CRM) Specialist, you need a strong understanding of CRM systems, data management, and experience with client relationship processes, often supported by a background in finance or financial services. Familiarity with Wealthbox CRM software, data import/export tools, and integration with platforms like Zapier or custodial systems is crucial. Attention to detail, problem-solving abilities, and effective communication skills help ensure smooth user adoption and ongoing support. These skills are essential for maximizing CRM utilization, driving operational efficiency, and supporting client relationship management within financial advising firms.

What does Wealthbox do?

Wealthbox is a customer relationship management (CRM) platform designed for financial advisors to manage client information, track interactions, and streamline workflows. It offers tools for contact management, task tracking, and integration with financial planning software, supporting efficient client service and compliance. Users typically access it via web browsers and may require basic knowledge of CRM systems and financial industry standards.

Is Wealthbox a good place to work?

Wealthbox is a customer relationship management (CRM) platform used by financial advisors, not a workplace. If referring to employment opportunities related to Wealthbox, the company's work environment and culture are not publicly detailed, so potential employees should research company reviews and job postings for specific insights.

What are some common challenges faced by professionals using Wealthbox in a financial advisory setting?

Professionals using Wealthbox in financial advisory roles often encounter challenges related to data migration from legacy systems, ensuring consistent client data entry, and integrating Wealthbox with other financial planning tools. Additionally, adapting to new workflow automations and keeping up with frequent software updates can require ongoing training. However, these challenges are typically offset by Wealthbox’s intuitive interface and responsive support, making the transition smoother as users become more familiar with the platform.

Who is the owner of Wealthbox?

Wealthbox is a customer relationship management (CRM) software for financial advisors, and it was developed by a company called Wealthbox Technologies. The company was founded by David Walter and is privately owned. As a software product, it does not have a single owner but is operated by its parent company.
More about Wealthbox jobs
What cities are hiring for Wealthbox jobs? Cities with the most Wealthbox job openings:
What states have the most Wealthbox jobs? States with the most job openings for Wealthbox jobs include:
What job categories do people searching Wealthbox jobs look for? The top searched job categories for Wealthbox jobs are:
Wealthbox jobs near you
Infographic showing various Wealthbox job openings in the United States as of June 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 68% Physical, 14% Hybrid, and 18% Remote job distribution, with an average salary of $127,824 per year, or $61.5 per hour.

Licensed (S7, S66, Insurance) Client & Advisor Success Manager-

Zapata Private Wealth Group

Upland, CA • On-site

$40K - $60K/yr

Full-time

Posted 15 days ago

Job description

Licensed (S7, S66, Insurance) Client & Advisor Success Manager

(Bilingual Spanish | Path to Office Manager / Operations Lead)

Location: In Person (Upland, CA)
Industry: Wealth Management / Financial Planning
Licensing Required: Series 7, Series 66, Life Insurance (active)
Language Requirement: Fluent Spanish & English (spoken and written)
This Is Not an Admin Role. Read This Carefully.

Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm.
If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit.
If you:
  • Speak confidently with clients
  • Bring calm authority to conversations
  • Are warm, professional, and directive when needed
  • Take pride in follow‑through and relationship continuity
Keep reading.
Spanish Is Not a “Nice to Have” — It Is Core to the Role

You will regularly:
  • Communicate with Spanish‑speaking clients and households
  • Confirm details, timelines, and next steps in Spanish
  • Represent the firm professionally in bilingual conversations
  • Ensure clarity, trust, and confidence across language barriers
If you are not fully fluent and comfortable leading professional conversations in Spanish, do not apply.
The Role (In Plain English)

This role is internally known as “The Glue.”
You are the person clients recognize, trust, and feel comfortable contacting.
You are the person advisors rely on to ensure execution.
You are the person leadership trusts to prevent problems, not react to them.
If something does not involve giving financial advice, it starts with you.
What You Will Own (Non‑Negotiable)

Client, Advisor, & Relationship Execution

  • Serve as a primary bilingual point of contact for clients
  • Coordinate and execute client onboarding start‑to‑finish
  • Own task management and follow‑through in Wealthbox (system of record)
  • Prepare advisors for meetings (planning, estate workflow status, next steps)
  • Track, close, and document all post‑meeting items
  • Escalate issues before they become problems
Clients should feel:
“They know me. They follow up. Things get done.”
Personality That Thrives Here (Read Carefully)

✅ Warm, professional, and confident
✅ Comfortable leading conversations (not just responding)
✅ Calm under pressure
✅ Naturally organized and detail‑oriented
✅ Friendly without being informal
✅ Assertive about follow‑through — without being abrasive
Apologetic communicators
People who avoid setting expectations
Anyone uncomfortable enforcing process politely but firmly
This role requires presence, not just competence.
Systems You Will Use (Daily / Heavy)

You must either already be fluent in — or be ready to master quickly:
  • Wealthbox (CRM, tasks, workflows — source of truth)
  • PreciseFP (client data gathering & completion tracking)
  • eMoney (planning support)
  • Wealth.com (estate workflow coordination)
  • Jump AI (reviewing and finalizing meeting notes)
  • Outlook (logged into Wealthbox)
  • MyRepChat (compliant client texting)
  • Zoom
  • Google Drive
  • RingCentral (fax)
If systems overwhelm you, this role will not be enjoyable.
Growth Path: Office Manager / Operations Lead

This role is intentionally designed to grow into Office Manager / Operations Lead, adding ownership of:
  • People operations & onboarding
  • Payroll & HR coordination
  • Licensing & registration tracking
  • Compliance & OSJ coordination
  • Vendors, events, and operational problem‑solving
  • Acting on behalf of the CEO operationally
You must want responsibility, not avoid it.
What You Will NOT Do

Give financial advice
Make investment decisions
Wait to be reminded
Let issues linger
Leave work undocumented
How Success Is Measured

You are succeeding when:
  • Clients feel supported and confident
  • Advisors never chase follow‑ups
  • The CEO is not in the weeds
  • Wealthbox is clean, accurate, and trusted
  • Problems are handled quietly and early
Required Qualifications

  • Fluent Spanish and English (spoken and written)
  • Active Series 7, Series 66, and Life Insurance license
  • Experience in a Wealth Management / RIA / LPL environment strongly preferred
  • Excellent written and verbal communication
  • Comfort interacting directly with clients
  • Strong process discipline and security awareness
Compensation

  • Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission & bonus opportunities) 
  • Growth path to Office Manager: (additional pay/bonus/commission)
How to Apply (Intentional Filter)

To apply, submit:
  1. Resume
  2. Familiarize yourself with our company, our website and our culture!
  3. A short cover note (English is fine) answering:
    • Why this role fits how you operate
    • An example of when you owned follow‑through with a client
    • Confirmation of Spanish fluency and prior client use
Generic applications will not be reviewed.
Final Note

This role requires:
  • Execution
  • Presence
  • Warm authority
  • Bilingual confidence
If that excites you — we want to meet you.
If it feels like too much — this role is not for you.

Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com