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Wealthbox Jobs (NOW HIRING)

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

Working knowledge of MS Office suite products, Black Diamond,WealthBox, Adobe and other applicable software required.Experience with Schwab or Fidelity software helpful. * Self-directed/intrinsic ...

Boutique Recruiting

Client Service Associate

San Diego, CA · On-site

$75K - $85K/yr

Strong proficiency in Microsoft Outlook, Excel and Word with experience using CRM platforms such as Salesforce, Redtail, Wealthbox or similar * Exceptional attention to detail with the ability to ...

Wealth Management Practice

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Client Service & Operations Associate

San Francisco, CA · Remote

$90K - $110K/yr

Direct experience navigating major custodial platforms (e.g., Charles Schwab, Fidelity, Pershing) and financial CRM software (e.g., Wealthbox, Redtail, Salesforce). * Advanced proficiency in ...

Settanni Financial

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Executive Assistant

Armonk, NY · On-site

$50K - $85K/yr

Preferred** - Experience in financial services, wealth management, insurance, or a related field - Familiarity with a CRM platform (e.g., Redtail, Wealthbox, Salesforce) - FINRA licensing (Series 6, ...

Better Talent

NY · On-site

$60K - $70K/yr

... Wealthbox) preferred Preferred Qualifications Bachelor's degree preferred (Finance, Business, or related field) Knowledge of retirement income concepts (RMDs, distributions, Social Security) Annuity ...

RIA Recruiting

Client Service Operations Associate

$80K - $100K/yr

Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen * Ability to prioritize tasks, problem-solve, and meet deadlines * Organization skills & attention to detail * Ability to work ...

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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.

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What cities are hiring for Wealthbox jobs?

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What states have the most Wealthbox jobs?

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Wealthbox jobs near you
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.

Portfolio Administrator

Portland, ME • On-site

Skillcloud HCM
See more jobs at Skillcloud HCMexternal

$60K - $70K/yr

Other

Medical, Dental, Vision

Re-posted 2 days ago

Job description

HeadInvest

Portfolio Administrator

Portland, ME

HeadInvest is seeking a Portfolio Administrator,to join their team in downtown Portland, Maine!This is a full-time, in-office position that plays an essential role in providing direct client services and works closely with portfolio managers and the client services team.The ideal candidateis aclient-drivenprofessional with industry experience thatvalues a team approach and collaborative style and will ensure thatHeadInvest’ s clients receive prompt,courteousand professional service.

Requirements of the Licensed Portfolio Administrator:
  • Bachelor’s degree, or other formal education, or minimum of10years of experience in lieu, in a financial service-related field.
  • A minimum of five years of proven successful client service experience in a financial service-related field.
  • Working knowledge of MS Office suite products, Black Diamond,WealthBox, Adobe and other applicable software required.Experience with Schwab or Fidelity software helpful.
  • Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
  • Demonstrated accuracy and strong attention to detail.
Benefits of the Job:
  • GenerousPTO
  • Retirementplan with match
  • Medical, Dental, Vision
  • HSA
  • Beautiful downtown Portland, ME location with paid garage parking
  • Salary range$60,000 - $70,000
Responsibilities of the Licensed Portfolio Administrator:
  • Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to otherHeadInvestclients as needed.
  • Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
  • Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.
  • Collaborate with the Client Services Team to improve processes and ensureaccurateclient onboarding and account management.
  • Support compliance activities as assigned.

HeadInvest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.

HeadInvest is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry,familial status,age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status,or any other characteristic protected by law.

Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

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