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Wealthbox Jobs in Tennessee (NOW HIRING)

Fidelis Financial Strategies

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Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Experience managing tasks within Wealthbox, or similar. * Communication skills: Ability to explain complex tax and investment concepts clearly in written format. Benefits & Growth * Healthcare ...

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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 Tennessee?

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

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

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

What cities in Tennessee are hiring for Wealthbox jobs?

Cities in Tennessee with the most Wealthbox job openings:

Wealthbox jobs near you
Infographic showing various Wealthbox job openings in Tennessee as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Temporary. Highlights an 76% Physical, 19% Hybrid, and 5% Remote job distribution.

Paraplanner

Cookeville, TN • On-site

Fidelis Financial Strategies
Finance and Insurance • 1 - 10 employees
Learn more about Fidelis Financial Strategiesexternal

$40K - $70K/yr

Full-time

Retirement, PTO

Re-posted 13 days ago

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Job description

Hiring a Paraplanner

We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies.

This role delivers technical analysis and comprehensive financial plan construction.


Position Details

  • Employment Type: Full-Time
  • Work Location: In-office
  • Base Salary: $40,000 – $70,000 (Based on experience)
  • Target Bonuses: Eligible for quarterly performance bonuses


Core Responsibilities

  • Construct financial plans: Input asset, liability, and tax data into planning software.
  • Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
  • Draft planning summaries: Write concise, compliant strategy documents for client presentations.
  • Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
  • Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
  • Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
  • Client communication: Facilitate all indirect contacts – monthly emails and letters
  • Prepare annual client updates:  Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
  • Coordinate New Client On-Boarding:   Set the direction for all actions and steps to smoothly and efficiently onboard new clients.


Required Qualifications

  • Preferred Experience level: 2 years of financial planning or industry experience.
  • Preferred education: Financial Management or related bachelor’s degree
  • Optional credentials:  Series 65, Series 6 or SIE or S7/ Life and Health License/  Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
  • Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
  • Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
  • Communication skills: Ability to explain complex tax and investment concepts clearly in written format.


Benefits & Growth

  • Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
  • Retirement planning: SIMPLE IRA with 3% match after 1 year employment
  • Vacation and Holidays:  Paid time off for vacations, holidays, and sick time off after 90 days
  • Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
  • Career path: Direct advancement track to Staff Advisor.