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Wealthscape Jobs (NOW HIRING)

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

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

Administrative Assistant

Scottsdale, AZ · On-site

$22 - $30/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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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.
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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.

Associate Wealth Advisor

Pivotal Talent Search

Remote

Full-time

Re-posted yesterday

Job description

We are seeking an Associate Wealth Advisor to join a tech-forward, team-based wealth management firm that is redefining how physicians build and protect their wealth. In this role, you will be involved in all aspects of our comprehensive planning process, from first contact through ongoing advisory, and help shape how we deliver an exceptional client experience.

What You’ll Do:

  • Partner with advisors to understand each client’s full financial picture and help identify value-added planning opportunities
  • Support the development and implementation of comprehensive financial plans across investments, tax, estate, insurance, debt/cash management, and career advisory for physicians
  • Organize and manage client scheduling; oversee onboarding of new clients and support ongoing client relationships
  • Attend client meetings, capture detailed notes, and summarize key takeaways and follow-ups for the advisory team
  • Prepare materials and conduct follow-up for financial plans, investment reviews, insurance analyses, and estate planning discussions
  • Respond promptly and professionally to client service requests
  • Support multiple areas of the firm, advisory, operations, and relationship management, as needed
  • Help ensure appropriate controls and procedures are in place to minimize errors, fraud, and misstatements
  • Adhere to all regulatory and compliance requirements, including necessary licensing and registrations

What You'll Need:

  • 1–3+ years of experience in wealth management (3+ preferred)
  • Bachelor’s degree, preferably in Financial Planning, Finance, Accounting, or Economics
  • Series 65 license (or ability to obtain within 60 days of hire)
  • CFP® certification preferred, or actively pursuing (CFP is core to the Advisor role)
  • Strong analytical and problem-solving skills
  • High attention to detail and strong organizational skills; able to manage multiple priorities in a fast-paced environment
  • Self-starter who is productive, proactive, and comfortable working both independently and collaboratively
  • Excellent written and verbal communication skills
  • 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 schedule with client availability; some travel may be required

Who You Are:

  • Client-First: You actively listen, seek to understand client goals, and are committed to delivering tailored fiduciary advice.
  • Collaborative: You naturally share knowledge and ideas to elevate the team and the client experience.
  • Committed to Excellence: You hold yourself to a high standard and strive to consistently exceed expectations.
  • Open and Inclusive: You value diverse perspectives and believe they lead to better solutions for clients and colleagues.
  • Accountable and Ethical: You do what you say you will do and act with integrity in every interaction.

This is an opportunity to build your career in a high-growth, innovative firm while making a direct impact on the financial lives of physicians.

#PTS

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