ZipRecruiter

Log In

1

Wealthbox Jobs in Colorado (NOW HIRING)

Zocks Communications, Inc.

Support Specialist

Denver, CO · On-site

$80 - $100/hr

You are familiar with the "Advisor Tech Stack" (e.g., Wealthbox, Redtail, Orion) and the regulatory requirements of the financial services industry * Demonstrated data protection mindset with ...

New

Zocks

Support Specialist

Denver, CO · On-site

You are familiar with the "Advisor Tech Stack" (e.g., Wealthbox, Redtail, Orion) and the regulatory requirements of the financial services industry * Demonstrated data protection mindset with ...

All JobsWealthbox JobsWealthbox Jobs in Colorado

Wealthbox information

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 specialist?

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 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.

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.

What are popular job titles related to Wealthbox jobs in Colorado?

For Wealthbox jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Wealthbox jobs in Colorado look for?

The top searched job categories for Wealthbox jobs in Colorado are:

What cities in Colorado are hiring for Wealthbox jobs?

Cities in Colorado with the most Wealthbox job openings:

Wealthbox jobs near you
Infographic showing various Wealthbox job openings in Colorado as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Temporary. Highlights an 79% Physical, 15% Hybrid, and 6% Remote job distribution.

Administrative Assistant - Financial Advisory Firm

Western Wealth

Lakewood, CO • On-site

$22 - $28/hr

Other

Retirement, PTO

Posted 4 days ago

Job description

About the Role

Join an established, independent financial advisory firm supporting an advisor with 25+ years of experience. This role is ideal for someone who enjoys client interaction, thrives in an organized environment, and takes initiative.

You’ll be a key part of delivering a high-quality client experience while helping keep daily operations running smoothly. We’re looking for someone who wants to grow and make a meaningful, long-term impact.


What You’ll Do

  • Serve as a first point of contact for clients—handling calls and service requests with professionalism and warmth
  • Schedule appointments and prepare for client meetings
  • Support account operations, including:
  • New account opening and maintenance
  • eSignature coordination and tracking
  • Rollovers, transfers, and RMD processing
  • Death claim assistance
  • Generate client reports and assist with documentation and compliance tasks
  • Utilize firm systems (ClientWorks, Wealthbox, Constant Contact, etc.)
  • Support client communications and marketing efforts
  • Identify ways to improve processes and increase efficiency


What You Bring

  • Experience in financial services, wealth management, or a similar field
  • LPL Financial experience strongly preferred
  • Strong organizational skills and attention to detail
  • Proficiency in Microsoft Office (Excel required)
  • Excellent communication and client service skills
  • Ability to multitask, adapt, and work independently
  • Dependable, proactive, and solution-oriented


Why Join Us

We’re a relationship-driven firm that values professionalism, teamwork, and exceptional client service. If you take pride in your work, enjoy helping others, and want to be part of a supportive, long-term team— we’d love to connect.


Schedule

Part-time, 20-30 hours a week, Mon–Fri. Flexible hours between 9:00 AM–2:00 PM


Compensation

$22–$28/hour (based on experience)


Benefits

401(k) with match, paid holidays, PTO

Apply