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Wealthscape Jobs (NOW HIRING)

Thrivent Financial

Administrative Assistant

Minnetonka, MN

$18.25 - $24.75/hr

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of ...

New

Photon

Principal Data Engineer- Dallas, TX

Dallas, TX · On-site

$113K - $136K/yr

Our Data Solutions team is looking for a highly motivated Data Engineer responsible for designing, building, modernizing, and maintaining operational and analytical capability in the Wealthscape ...

Photon

Principal Data Engineer- Dallas, TX

Dallas, TX · On-site

$113K - $136K/yr

Our Data Solutions team is looking for a highly motivated Data Engineer responsible for designing, building, modernizing, and maintaining operational and analytical capability in the Wealthscape ...

Thrivent Financial

Administrative Assistant

Fargo, ND · On-site

$22/hr

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of ...

NACBA

Senior Portfolio Manager

Houston, TX · On-site

$140 - $190/hr

Experience working with platforms such as Fidelity Wealthscape, Black Diamond, FactSet, Bloomberg, YCharts, and Mornginstar is a plus. Work Environment: This position operates within a regulated ...

Thrivent Financial

Administrative Assistant

Louisville, KY · On-site

$18 - $20/hr

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of ...

Thrivent

Administrative Assistant

Fergus Falls, MN · On-site

$20 - $22/hr

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of ...

Thrivent

Client Service Administrator

Vancouver, WA · On-site

$20 - $25/hr

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of ...

Thrivent

Administrative Assistant

Louisville, KY · On-site

$18 - $20/hr

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of ...

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Wealthscape information

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How much do wealthscape jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for wealthscape in the United States is $18.29, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $20.67 per hour, depending on experience, location, and employer.

What is Wealthscape?

Wealthscape is a digital platform developed by Fidelity specifically for financial advisors and institutional clients. It provides a suite of tools and resources for managing client accounts, executing trades, accessing reporting, and staying compliant with regulations. Wealthscape streamlines daily operations for wealth management professionals by integrating various functions such as account servicing, portfolio management, and performance tracking. The platform is designed to help advisors deliver better service and insights to their clients while improving operational efficiency.

What are the key skills and qualifications needed to thrive as a Wealthscape specialist?

To thrive as a Wealthscape Specialist, you need a strong understanding of financial services operations, securities processing, and industry regulations, often supported by experience in wealth management or brokerage environments. Proficiency in the Wealthscape platform, along with familiarity with CRM systems and financial compliance tools, is typically required. Exceptional attention to detail, problem-solving skills, and the ability to communicate technical information clearly are crucial soft skills. These competencies ensure accurate transaction processing, regulatory compliance, and excellent client support in a fast-paced financial services setting.

How does a professional working with Wealthscape typically collaborate with financial advisors and back-office teams?

Professionals utilizing Wealthscape often serve as a bridge between financial advisors and back-office operations, ensuring seamless account management and trade processing. They regularly assist advisors with platform navigation, help resolve technical issues, and facilitate the onboarding of new clients. Collaboration is key, as they may coordinate with compliance, operations, and IT departments to troubleshoot issues and implement new features or regulatory updates. Effective communication and a strong understanding of both the platform and financial services workflows are essential for success in this role.

What is the difference between Wealthscape vs Financial Advisor?

AspectWealthscapeFinancial Advisor
Primary RoleFinancial technology platform for managing client accounts and tradingProvides personalized financial planning and investment advice
Required CredentialsTypically no specific credentials; platform training requiredCertifications like CFP, Series 7, Series 66 often required
Work EnvironmentFinancial firms, online platforms, back-office operationsClient-facing, office or virtual meetings
Industry UsageUsed by broker-dealers, financial institutions for account managementUsed by individual and corporate clients for financial planning

Wealthscape is a technology platform used primarily by financial professionals for account management and trading, whereas a Financial Advisor provides personalized financial planning and advice to clients. While Wealthscape focuses on the technical side, Financial Advisors focus on client relationships and financial strategies.

What does Wealthscape do?

Wealthscape is a platform used by financial professionals to manage client accounts, process transactions, and access investment tools. It provides secure, web-based access to trading, reporting, and account management features, often requiring familiarity with financial software and industry regulations.
More about Wealthscape jobs

What job categories do people searching Wealthscape jobs look for?

The top searched job categories for Wealthscape jobs are:

Wealthscape jobs near you
Infographic showing various Wealthscape job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, 5% Part Time, and 1% Contract. Highlights an 65% Physical, 17% Hybrid, and 18% Remote job distribution, with an average salary of $38,033 per year, or $18.3 per hour.

Administrative Assistant

Thrivent Financial

Minnetonka, MN

$18.25 - $24.75/hr

Part-time

Medical, Life, Retirement, PTO

Posted 3 days ago

New

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

The Administrative Assistant works with a team of operations professionals to support the clients and Wealth Advisors of the Crossroads Financial Group. The focus of this role is to provide welcoming, professional client service in the front office. Directing phone calls, greeting clients, and facilitating an organized office are key responsibilities. This position reports to and is employed by Crossroads Financial Group.
This position is part time, Monday - Friday 8:30 a.m. to 2:30 p.m. Compensation is 22-25/hour depending on experience. Benefits include: PTO, disability, health insurance, life insurance, 401k, and bonus plan.

Job Description

Position Roles/Responsibilities/Accountabilities

  • Direct incoming phone calls, answer basic client questions, and schedule meetings
  • Greet clients in the front office
  • Send investment updates and other client communications
  • Run weekly reports
  • Maintain office, supplies, and breakroom
  • Keep client relationship management system (Redtail) updated
  • Plan and carry out team events
  • Other responsibilities as assigned

Position Qualifications

  • Excellent interpersonal skills
  • Strong attention to detail and organization skills
  • Ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
  • Strong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learn
  • Ability to maintain integrity of sensitive/confidential information

As part of Crossroads Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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