ZipRecruiter

Log In

1

Wealthbox Jobs (NOW HIRING)

RIA Recruiting

Client Service Associate

Tampa, FL · On-site

$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 ...

RIA Recruiting

Client Service Associate

Frisco, TX · On-site

WealthBox, Altruist Skills : * Ability to prioritize tasks, problem-solve , and meet deadlines * Organization skills & attention to detail * Always keeping an eye out for opportunities to provide ...

RIA Recruiting

Client Service Associate

Frisco, TX

$65K - $80K/yr

WealthBox, Altruist Skills : * Ability to prioritize tasks, problem-solve , and meet deadlines * Organization skills & attention to detail * Always keeping an eye out for opportunities to provide ...

RIA Recruiting

Client Service Associate

Frisco, TX · On-site

$65K - $80K/yr

WealthBox, Altruist Skills : * Ability to prioritize tasks, problem-solve , and meet deadlines * Organization skills & attention to detail * Always keeping an eye out for opportunities to provide ...

next page

Showing results 1-20

People also search for

All JobsWealthbox Jobs

Wealthbox information

See salary details

$10

$61

$86

How much do wealthbox jobs pay per hour?

As of Jun 1, 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 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 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 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 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:
Wealthbox jobs near you

Client Service Associate

RIA Recruiting

Tampa, FL • On-site

$65K - $85K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at agwcapital.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients' lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.

Compensation:

  • Salary range of $65K-85K, commensurate with relevant experience
  • Individual and Team Bonus programs
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution ($750/month max)
  • Retirement Plan with Employer Match & Profit-Sharing Contribution
  • Additional Employer Retirement Contribution to a Cash Balance Pension Plan
  • Generous PTO Policy & Paid Holidays 15 PTO days for the first year, growing each year
  • Professional, Fun, Motivating Atmosphere

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Client onboarding and initial account setup
  • Generate various daily, weekly, monthly, and annual reports
  • Alternative Investment Processing (subscriptions and redemptions, capital calls, notices and document processing)

Requirements:

  • 1 year of financial services experience
  • Series 65 or the ability to obtain after hire
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Experience with our software is not required, but is a plus: 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 advisor needs
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.