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Wealthbox Jobs (NOW HIRING)

Stonebridge Financial Group

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Client Services Associate

San Rafael, CA · On-site

$75K - $100K/yr

Experience with Wealthbox, Black Diamond, Schwab Advisor Center, Nitrogen, or RightCapital is a plus Company Description Stonebridge Financial Group is a fee-only Registered Investment Advisor (RIA ...

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RIA Recruiting

Client Service Associate

Tampa, FL

Schwab, By All Accounts, Tamarac, Wealthbox Skills : * Ability to prioritize tasks, problem-solve, and meet deadlines * Organization skills & attention to detail * Ability to anticipate client and ...

RIA Recruiting

Client Service Associate

Tampa, FL

$65K - $85K/yr

Schwab, By All Accounts, Tamarac, Wealthbox Skills: * Ability to prioritize tasks, problem-solve, and meet deadlines * Organization skills & attention to detail * Ability to anticipate client and ...

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How much do wealthbox jobs pay per hour?

As of Jun 13, 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 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.
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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:
Wealthbox jobs near you
Infographic showing various Wealthbox job openings in the United States as of June 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 68% Physical, 14% Hybrid, and 18% Remote job distribution, with an average salary of $127,824 per year, or $61.5 per hour.
Relationship Manager - Trust Administrator - Coral Gables Trust Company

Relationship Manager - Trust Administrator - Coral Gables Trust Company

Coral Gables Trust Company

Coral Gables, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Administrator | Relationship Manager

  1. Serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments, Legacy Planning, and Philanthropic Advisory while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains.
  2. Works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
  3. Responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

Qualifications

  1. At least five years of trust administration experience , along with industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
  2. A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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