Analyst 1
Austin, TX · On-site
$55K - $75K/yr
The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I ...
Analyst 1
Austin, TX · On-site
$55K - $75K/yr
The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I ...
The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I ...
The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I ...
Client Service Associate
Frisco, TX · On-site
$13.50 - $18.75/hr
Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored * Monitor and streamline workflows for client service ...
Client Service Associate
Frisco, TX · On-site
$13.50 - $18.75/hr
Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored * Monitor and streamline workflows for client service ...
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 ...
Quick apply
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 ...
Client Service Associate
Frisco, TX · On-site
$13.75 - $18.75/hr
Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored * Monitor and streamline workflows for client service ...
Client Service Associate
Frisco, TX · On-site
$13.75 - $18.75/hr
Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored * Monitor and streamline workflows for client service ...
... Wealthbox is preferred
... Wealthbox is preferred
2027 Wealth Management Intern
Houston, TX · On-site
$20/hr
Wealthbox CRM * Creating records in CRM such as Leads, Accounts, Contacts and Activities. * Completing & assigning action items and tasks. * Logging phone call and meeting notes. * Running dialogs ...
2027 Wealth Management Intern
Houston, TX · On-site
$20/hr
Wealthbox CRM * Creating records in CRM such as Leads, Accounts, Contacts and Activities. * Completing & assigning action items and tasks. * Logging phone call and meeting notes. * Running dialogs ...
Wealthbox CRM * Creating records in CRM such as Leads, Accounts, Contacts and Activities. * Completing & assigning action items and tasks. * Logging phone call and meeting notes. * Running dialogs ...
Wealthbox CRM * Creating records in CRM such as Leads, Accounts, Contacts and Activities. * Completing & assigning action items and tasks. * Logging phone call and meeting notes. * Running dialogs ...
Strong technology knowledge or ability to adapt quickly with key software used at firm including eMoney, Excel, and Wealthbox CRM. * Leadership experience managing people, workflows, and planning ...
Quick apply
Strong technology knowledge or ability to adapt quickly with key software used at firm including eMoney, Excel, and Wealthbox CRM. * Leadership experience managing people, workflows, and planning ...
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar). * Polished, professional verbal and written communication. * Comfort with technology and AI-assisted tools - we use them ...
Client Service Associate
Dallas, TX · On-site
$14.50 - $19.75/hr
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar). * Polished, professional verbal and written communication. * Comfort with technology and AI-assisted tools - we use them ...
Be Seen First
Client Service Representative - Financial Services
Tyler, TX · On-site
$45K - $70K/yr
Maintain and update client information in our CRM system (Wealthbox). * Coordinate client meetings, prepare materials, and manage timely follow-ups. * Review transactions and documentation for ...
Quick apply
Be Seen First
Client Service Representative - Financial Services
Tyler, TX · On-site
$45K - $70K/yr
Maintain and update client information in our CRM system (Wealthbox). * Coordinate client meetings, prepare materials, and manage timely follow-ups. * Review transactions and documentation for ...
Principal Solution Architect
Austin, TX · Hybrid
$155K - $259K/yr
Drive integration and automation, leading efforts to connect ClientWorks with platforms such as Salesforce and Wealthbox, enabling workflow automation and real-time insights. * Mentor development ...
Principal Solution Architect
Austin, TX · Hybrid
$155K - $259K/yr
Drive integration and automation, leading efforts to connect ClientWorks with platforms such as Salesforce and Wealthbox, enabling workflow automation and real-time insights. * Mentor development ...
Familiarity with CRM platforms and sales tracking tools (e.g., Salesforce, Wealthbox) Compensation Structure Given the position\'s focus on new client development, we offer a highly competitive base ...
Familiarity with CRM platforms and sales tracking tools (e.g., Salesforce, Wealthbox) Compensation Structure Given the position\'s focus on new client development, we offer a highly competitive base ...
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?
| Aspect | Wealthbox | Financial Advisor |
|---|---|---|
| Credentials | Typically no specific certifications required, but familiarity with financial tools | Often holds certifications like CFP, CFA, or ChFC |
| Work Environment | Software platform used by financial professionals for client management | Advises clients on investments, estate planning, and financial strategies |
| Employer & Industry | Financial advisory firms, wealth management companies | Financial planning firms, banks, independent advisory practices |
| Search & Comparison Intent | Users comparing financial management tools and platforms | Users 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 Texas?
For Wealthbox jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Wealthbox jobs in Texas look for?
The top searched job categories for Wealthbox jobs in Texas are:
What cities in Texas are hiring for Wealthbox jobs?
Cities in Texas with the most Wealthbox job openings:
Analyst 1
Austin, TX • On-site
Maslow Wealth Advisors
$55K - $75K/yr
Full-time
Re-posted 6 days ago
Job description
Wealth Management Analyst I
Position Overview
The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment functions. This position serves as a shared resource for the firm, supporting the day-to-day work required to deliver a highly organized, responsive, and integrated client experience.
The role is intentionally developmental. The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I will gain exposure to client onboarding, account administration, meeting preparation, portfolio reporting, workflow management, investment operations, and the firm's broader Hierarchy of Wealth framework.
This is a fit for someone who is highly organized, detail-oriented, eager to learn, technologically capable, and comfortable working across multiple teams. The ideal candidate enjoys solving problems, following through on details, and building fluency in the systems and processes that make excellent client service possible.
Key Responsibilities
Client Operations and Account Administration
Advisory Team Support
Investment and Reporting Support
Systems and Process Support
Qualifications
Position Overview
The Wealth Management Analyst I is an entry-level role designed to build a broad foundation across Maslow's advisory, operations, and investment functions. This position serves as a shared resource for the firm, supporting the day-to-day work required to deliver a highly organized, responsive, and integrated client experience.
The role is intentionally developmental. The Analyst I will learn Maslow's core systems, including Wealthbox, Black Diamond, Charles Schwab Advisor Services, and other planning, reporting, and operational tools. Over time, the Analyst I will gain exposure to client onboarding, account administration, meeting preparation, portfolio reporting, workflow management, investment operations, and the firm's broader Hierarchy of Wealth framework.
This is a fit for someone who is highly organized, detail-oriented, eager to learn, technologically capable, and comfortable working across multiple teams. The ideal candidate enjoys solving problems, following through on details, and building fluency in the systems and processes that make excellent client service possible.
Key Responsibilities
Client Operations and Account Administration
- Manage client account lifecycle - onboarding, maintenance, transfers, and documentation
- Handle client service requests and coordinate with custodians to resolve account issues
- Maintain accurate records and keep workflows on track for timely completion
Advisory Team Support
- Support meeting preparation, including data gathering, materials updates, and follow-up coordination
- Maintain client information and help create client-facing materials like summaries, reviews, and planning exhibits
- Track follow-up items across advisors and internal stakeholders while building familiarity with the firm's client service model
Investment and Reporting Support
- Assist with portfolio reporting and data reconciliation, including identifying discrepancies across systems
- Help maintain investment files, reports, manager materials, and related documentation
- Provide project support to advisory, operations, or investment teams as needed
Systems and Process Support
- Learn and use Maslow's core technology platforms with increasing independence
- Help maintain clean data across Wealthbox, Black Diamond, Schwab, and other systems
- Follow documented procedures and suggest improvements when workflows are unclear or inefficient
- Support the firm's centralized service model by helping the right work get to the right person at the right time
Qualifications
- Growth mindset both personally and professionally
- Bachelor's degree preferred, ideally in finance, business, accounting, economics, mathematics, or a related field
- Prior experience in financial services, client service, operations, or administrative support is helpful but not required
- Comfortable leveraging multiple AI systems
- Strong attention to detail and commitment to accuracy
- Strong written and verbal communication skills
- Comfortable learning new technology systems
- Proficient in Microsoft Office, especially Excel, Word, Outlook, and Teams
- Organized, responsive, and able to manage multiple tasks at once
- Comfortable working in a fast-paced, collaborative environment
- Strong interest in wealth management, financial planning, investment management, or RIA operations