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Wealthbox Jobs (NOW HIRING)

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 ...

RIA Recruiting

Client Service Associate

Ventura, CA · Hybrid

$70K - $110K/yr

A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. The Process: Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. The Process: Qualified candidates will start the process by having a 1530-minute zoom interview conducted by ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. The Process: Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by ...

ARTISTRY WEALTH, LLC

Support Advisor

Indianapolis, IN · On-site

$50K - $80K/yr

Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.) * Basic understanding of financial planning concepts, investment types, and account structures * Strong ...

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 ...

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How much do wealthbox jobs pay per hour?

As of Jul 8, 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 secure, compliant environment and integration with other financial tools.

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.

How much do Wealthbox SDR make?

Salaries for Sales Development Representatives (SDRs) at Wealthbox typically range from $45,000 to $65,000 annually, depending on experience and location. Compensation often includes base salary plus commissions or bonuses based on sales performance, with some roles offering additional incentives for meeting targets.

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.

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 is owned by the company of the same name, Wealthbox. The company was founded by a team of financial technology professionals and is privately held. Ownership details are typically not publicly disclosed beyond the company's management and investors.
More about Wealthbox jobs
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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 July 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Contract. Highlights an 80% Physical, 13% Hybrid, and 7% Remote job distribution, with an average salary of $127,824 per year, or $61.5 per hour.

Client Service Associate

RIA Recruiting

Frisco, TX • On-site

$65K - $80K/yr

Full-time

Medical, Retirement

Re-posted 20 days ago

Job description

Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate 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 brindleandbay.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service 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-80K, commensurate with relevant experience
  • Quarterly Bonus Plan
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance
  • Annual Team Retreat (most recently to Cabo San Lucas)
  • 401(k)
  • Anti-corporate environment
  • Professional, Fun, Motivating Atmosphere

Responsibilities include:

  • Account Transfers - execute acct opening checklist, initiate and track ACATs, prepare and send forms to clients, communicate with clients along the process
  • Respond to client requests with timeliness and accuracy in mind
  • Manage RMD administration
  • Prospect vetting - 15min structured phone calls with prospects to gather info before passing them on to an advisor (NOT COLD CALLING - these prospects reach out to us and schedule intro calls)
  • Execute distributions and Docusign forms and track them through the process
  • Generate various daily, weekly, monthly, and annual reports
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

  • 3 years of financial services experience
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Experience with Account Transfers and ability to problem solve in the process
  • Experience with CRM Software / Database Experience is not required, but a plus: 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 clients with Moments of Delight
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software quickly
  • 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.

Employment Type: FULL_TIME

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