Federal Way, WA · On-site
$70K - $90K/yr
Experience using CRM software such as Redtail, Wealthbox, Salesforce, or similar platforms is preferred. Work Schedule * Monday through Friday * 8:00 AM - 4:00 PM * 30-minute personal break * Office ...
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Federal Way, WA · On-site
$70K - $90K/yr
Experience using CRM software such as Redtail, Wealthbox, Salesforce, or similar platforms is preferred. Work Schedule * Monday through Friday * 8:00 AM - 4:00 PM * 30-minute personal break * Office ...
$12.04 - $19.85
0% of jobs
$19.85 - $27.65
0% of jobs
$27.65 - $35.46
1% of jobs
$35.46 - $43.27
0% of jobs
$43.27 - $51.08
2% of jobs
$51.08 - $58.89
17% of jobs
$60.95 is the 25th percentile. Wages below this are outliers.
$58.89 - $66.70
20% of jobs
The median wage is $69.49 / hr.
$66.70 - $74.51
29% of jobs
$77.26 is the 75th percentile. Wages above this are outliers.
$74.51 - $82.32
18% of jobs
$82.32 - $90.13
7% of jobs
$90.13 - $97.94
6% of jobs
$12
$69
$97
| 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.
For Wealthbox jobs in Seattle, WA, the most frequently searched job titles are:
The top searched job categories for Wealthbox jobs in Seattle, WA are:
$70K - $90K/yr
Full-time
Medical, Retirement
Re-posted 23 days ago
We are seeking a Client Service Administrator to provide operational and administrative support to Financial Advisors while delivering exceptional client service. This role is responsible for assisting with client account management, handling administrative tasks, supporting financial advisors, and ensuring an outstanding client experience. The ideal candidate will be organized, detail-oriented, client-focused, and thrive in a fast-paced financial services environment.
Benefits:
Medical Insurance
401(k) with Company Match
Always act in the client's best interest.
Demonstrate integrity, professionalism, empathy, and a positive attitude.
Assist clients with account maintenance and general financial inquiries via phone and in person.
Build and maintain strong client relationships through exceptional customer service.
Handle sensitive financial information with the highest level of confidentiality.
Maintain accurate client records and documentation.
Prepare account paperwork and coordinate asset transfer processes.
Provide administrative support, including front desk duties, receptionist responsibilities, and data entry.
Assist in developing sales and marketing initiatives.
Help resolve client concerns and ensure timely follow-up.
Support client engagement initiatives and enhance overall client satisfaction.
Assist in organizing client events and educational seminars.
Manage promotional materials and client appreciation gifts.
Prioritize multiple tasks while meeting deadlines and maintaining service standards.
Collaborate effectively with advisors and internal team members.
Series 7 and Series 66 or Series 63/65 licenses preferred.
Foundational knowledge of investment and banking products.
Experience in client service, financial services, banking, or wealth management preferred.
Strong interpersonal and relationship management skills.
Excellent verbal and written communication skills.
Detail-oriented with exceptional organizational and note-taking abilities.
Self-motivated, coachable, and committed to continuous learning.
Ability to work efficiently in a fast-paced environment.
Strong problem-solving and time management skills.
Ability to maintain discretion with confidential client information.
Experience using CRM software such as Redtail, Wealthbox, Salesforce, or similar platforms is preferred.
Monday through Friday
8:00 AM - 4:00 PM
30-minute personal break
Office-based position
Primarily desk-based work involving prolonged sitting.
Frequent computer usage and telephone communication.
Regular interaction with clients both in person and over the phone.
This position may require performing additional job-related duties as assigned. The successful candidate should possess the skills, professionalism, and adaptability necessary to support both clients and financial advisors while contributing to a collaborative and client-focused work environment.
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Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006