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Wealthscape Jobs (NOW HIRING)

Qode

Experience with Salesforce Financial Services Cloud, Wealthscape, Pershing, Fidelity, or similar wealth management platforms. SAFe Product Owner/Product Manager Certification. Financial industry ...

Thrivent

Administrative Assistant

Liberty, MO · 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 ...

New

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

Fort Wayne, IN · 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 ...

New

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 ...

Thrivent Financial

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 Jul 13, 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.
Administrative Assistant

Administrative Assistant

Thrivent Financial

Fort Wayne, IN

$20 - $25/hr

Full-time

PTO

Posted 6 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

This position provides administrative support to Clarity Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Greg Weber of Clarity Financial Group.
This position is fully in office out of Fort Wayne, IN.
Hours: Monday - Friday; 8:30a - 4:30p
Compensation: $20-25/hr. depending upon on experience.
PTO available.

Job Description

Position Roles/Responsibilities/Accountabilities

  • Handles incoming telephone calls to Clarity Financial Group and responds to requests for information
  • Performs routine administrative duties such as maintaining office supplies and processing mail
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
  • Supports projects, administration of various programs, and processing functions as needed
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
  • Update the contact management system with client/member contact and preference information
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • Tracks practice expenses and oversees the practice bill paying
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Participates in the business planning process
  • Completes other miscellaneous tasks as assigned

Position Qualifications

  • Previous administrative/secretarial experience desired - 2+ years
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of Clarity Financial Group, our products and services, and Thrivent Financial

Competencies

  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the Clarity Financial Group
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Clarity Financial Groups' 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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