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Wealthscape Jobs (NOW HIRING)

Robert Half

Financial Advisor

San Francisco, CA · On-site

$90K - $150K/yr

Experience with financial planning software such as MoneyGuidePro, Wealthscape, or Advisor Center * Strong investment knowledge and financial planning expertise * Proven ability to build trusted ...

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

$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 ...

Diversify

Fixed Income Trading Analyst

Sandy, UT · On-site

Proficiency with investment and trading platforms is preferred (Bloomberg, Orion, Tradeweb Direct, Fidelity Wealthscape, Schwab Advisor Center). * Advanced Excel and coding skills are strongly ...

Pivotal Talent Search

Associate Wealth Advisor

Familiarity with tools such as Salesforce (or other CRM), MoneyGuidePro, Orion, and Fidelity WealthScape is a plus. * Insurance licenses (or desire to obtain them) are a plus * Willingness to align ...

Thrivent

Administrative Assistant

Vadnais Heights, MN · On-site

$25 - $32/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 ...

Diversify

Fixed Income Trading Analyst

Sandy, UT · On-site

Proficiency with investment and trading platforms is preferred (Bloomberg, Orion, Tradeweb Direct, Fidelity Wealthscape, Schwab Advisor Center). * Advanced Excel and coding skills are strongly ...

Diversify

Fixed Income Trading Analyst

Sandy, UT · On-site

Proficiency with investment and trading platforms is preferred (Bloomberg, Orion, Tradeweb Direct, Fidelity Wealthscape, Schwab Advisor Center). * Advanced Excel and coding skills are strongly ...

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How much do wealthscape jobs pay per hour?

As of Jul 14, 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.

Is 200,000 enough to work with a financial advisor?

Wealthscape, as a financial services platform, typically recommends a minimum investment of $100,000 to $250,000 to work with a financial advisor, depending on the firm and services required. Having $200,000 generally qualifies for personalized financial planning and investment management, especially for clients seeking comprehensive advice. However, specific requirements vary by advisor and firm, and additional fees or account minimums may apply.

Is Wealthscape owned by Fidelity?

Wealthscape is a platform owned by Fidelity Investments that provides integrated technology solutions for financial advisors. It is not a separate company but part of Fidelity's suite of tools for wealth management and trading. Job roles related to Wealthscape often involve knowledge of financial services and technology systems.

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 are the key skills and qualifications needed to thrive as a Wealthscape Specialist, and why are they important?

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.

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 regulations and industry standards.

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 is the highest paying job in wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn six-figure salaries plus bonuses. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, location, and individual performance.

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.

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 July 2026, with employment types broken down into 100% Full Time. Highlights an 73% In-person, 12% Hybrid, and 15% Remote job distribution, with an average salary of $38,033 per year, or $18.3 per hour.
Financial Advisor

Financial Advisor

Robert Half

San Francisco, CA • On-site

$90K - $150K/yr

Full-time

Posted 12 days ago

Job description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite

Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.

 

This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.

Responsibilities

  • Manage and advise a book of high-net-worth clients
  • Develop personalized financial plans and investment strategies
  • Build long-term client relationships through proactive communication and portfolio reviews
  • Deliver ongoing financial planning and investment guidance
  • Identify opportunities to deepen existing relationships and support business development
  • Collaborate with advisors and internal teams to provide an exceptional client experience
  • Stay current on market trends and economic developments to support client recommendations 

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

  • 3-10+ years of wealth management or financial advisory experience
  • CFP or CFA required (or CFP near completion)
  • Series 65 license or ability to obtain within 90 days
  • Experience with financial planning software such as MoneyGuidePro, Wealthscape, or Advisor Center
  • Strong investment knowledge and financial planning expertise
  • Proven ability to build trusted client relationships and deliver exceptional service
  • Excellent communication and relationship management skills

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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