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Wealthbox Jobs in Raleigh, NC (NOW HIRING)

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Wealthbox information

See Raleigh, NC salary details

$10

$59

$83

How much do wealthbox jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for wealthbox in Raleigh, NC is $59.74, according to ZipRecruiter salary data. Most workers in this role earn between $51.63 and $66.59 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.
What are popular job titles related to Wealthbox jobs in Raleigh, NC? For Wealthbox jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealthbox jobs in Raleigh, NC look for? The top searched job categories for Wealthbox jobs in Raleigh, NC are:
Wealthbox jobs near you
Infographic showing various Wealthbox job openings in Raleigh, NC as of June 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 88% In-person, 2% Hybrid, and 10% Remote job distribution, with an average salary of $124,256 per year, or $59.7 per hour.
Office Administrator - Cary, NC

Office Administrator - Cary, NC

Chelsea Senior Living

Cary, NC • On-site

$50K - $60K/yr

Other

Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Position: Office Administrator
Firm: Pinnacle Retirement Solutions
Location: Cary, NC
Overview:
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Pinnacle Retirement Solutions in Cary, NC is looking for a versatile and well-rounded Office Administrator. This individual will play a key part in ensuring smooth and efficient day-to-day office operations, allowing the financial advisor to focus on the continued growth of the business.
This role is ideal for a self-starter with a strong background in client service, administrative, and marketing support who thrives in a fast-paced, client-focused environment. If you are someone who takes initiative, values integrity, and feels inspired by the opportunity to help others, we encourage you to join our team.
What you'll do:

  • Answer phones and greet clients in a friendly, positive, and warm manner
  • Manage advisors' calendar, including appointment scheduling and rescheduling
  • Ensure advisor is well-organized and prepared for client meetings
  • Assist clients with completing required paperwork and following through on service related requests
  • Maintain the firm's CRM system (Wealthbox) through accurate data entry and database management
  • Build and improve upon client relationships
  • Support social media campaigns and marketing efforts through Snappy Kraken
  • Maintain office filing system, both paper and electronic
  • Order supplies, manage inventory, process mail and deliveries
  • Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service
What We're Looking For:
  • High School Diploma
  • 3+ years of administrative office experience in a professional fast-paced environment
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Embraces change and adapts quickly to evolving processes
Bonus Points:
  • Financial industry experience
  • Fidelity investment experience is a plus
What You'll Get:
Pay & Perks:
  • $50k-$60k/year based on experience
  • PTO
  • SEP IRA after 3 years of employment
  • Hybrid work schedule
Schedule:
  • In office: Monday - Thursday, 9:00am - 5:00pm, Friday hybrid schedule
  • Occasional evening required for client events, up to once per quarter

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $50,000 - $60,000 per year

Apply