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Wealthbox Jobs (NOW HIRING)

TalentLink Solutions

Client Service Associate

Fairfield, CA · On-site

$28 - $35/hr

Update and maintain client status and information within CRM (Wealthbox) and all internal systems and reports * Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests ...

TalentLink Solutions

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 ...

TalentLink Solutions

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 ...

TalentClout

Systems & Operations Analyst

Aventura, FL · On-site

$60K - $85K/yr

Key Responsibilities Support the administration and continuous improvement of core internal systems: CRM (Wealthbox) Portfolio management platform (Addepar) Document management (Box) Identify manual ...

TalentLink Solutions

Be Seen First

Experienced Client Service Associate - Financial Services

Frisco, TX · On-site

$70K - $80K/yr

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 ...

Lukas Total Wealth

Client Experience Specialist

Benton, AR · On-site

$40K - $50K/yr

Maintain accurate client records in Wealthbox, keeping profiles, notes, and documentation organized and complete. Support our events and seminars. Assist with client events and seminars as part of ...

Redwood Financial Network Corporation

Maintain accurate records in Wealthbox CRM What We Are Looking For * 2 or more years of financial planning or wealth management experience * Hands-on experience preparing comprehensive financial ...

Robert Half

Operations Manager

Mill Valley, CA · On-site

$140K - $195K/yr

Familiarity with CRM or portfolio reporting tools (e.g., Wealthbox, Black Diamond)(preferred) Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Direct ...

TalentLink Solutions

Client Service Associate

Fairfield, CA · On-site

$15 - $20.50/hr

Update and maintain client status and information within CRM (Wealthbox) and all internal systems and reports * Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests ...

CFS

Executive Assistant

Pittsburgh, PA · On-site

Experience with CRM systems (Salesforce, Redtail, Wealthbox, or similar) is a plus. * Ability to work independently while maintaining strong attention to detail.

CFS

Executive Assistant

Pittsburgh, PA · On-site

Experience with CRM systems (Salesforce, Redtail, Wealthbox, or similar) is a plus. * Ability to work independently while maintaining strong attention to detail.

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How much do wealthbox jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for wealthbox in the United States is $61.45, according to ZipRecruiter salary data. Most workers in this role earn between $53.12 and $68.51 per hour, depending on experience, location, and employer.

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.

More about Wealthbox jobs

What cities are hiring for Wealthbox jobs?

Cities with the most Wealthbox job openings:

What states have the most Wealthbox jobs?

States with the most job openings for Wealthbox jobs include:

What job categories do people searching Wealthbox jobs look for?

The top searched job categories for Wealthbox jobs are:

Infographic showing various Wealthbox job openings in the United States as of September 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $127,824 per year, or $61.5 per hour.

Client Service Associate

Wayne, PA • On-site

New Day Executive Search
See more jobs at New Day Executive Searchexternal

$60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

Client Service & Operations Associate

Location: Radnor, PA

Salary: Starting at $60,000/year + Bonus Potential (Up to 15%)

We're a fast-growing boutique financial services firm in Radnor, seeking an organized and detail-oriented Insurance Coordinator to join our retirement plan advisory team. You'll play an integral role supporting client communications, coordinating with TPAs and recordkeepers, managing projects, and preparing paperwork to ensure smooth client operations.

About You:
  • Early-career professional with 1–3 years in financial services or client operations
  • Strong attention to detail and excellent communication skills
  • Comfortable handling multiple deadlines in a team-oriented environment
  • Eager to grow in the retirement plan or wealth management industry
Key Responsibilities:
  • Support advisors with client meetings, materials, and follow-up actions
  • Maintain CRM records and prepare client deliverables
  • Coordinate operational tasks with third-party administrators and custodians
  • Manage workflows, track project progress, and ensure timely task completion
  • Assist with billing, compliance documentation, and firm initiatives
Qualifications:
  • Bachelor's degree required (Finance, Economics, Business, or related)
  • Proficient with Microsoft Office; CRM experience a plus (Salesforce, Redtail, Wealthbox)
Benefits:
  • 401(k) with match, Health, Dental & Vision insurance
  • Long-term disability coverage
  • Generous paid time off
  • Education, license, and training reimbursement
  • Bonus potential up to 15% of salary
Why Join Us?
  • Be part of a nationally recognized, top-performing team
  • Enjoy a collaborative culture focused on continuous improvement
  • Opportunities for career growth as the firm expands

If you are passionate about client service and operations and want to grow your career in financial advisory, apply today!

Apply