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Remote Advisor Resources

Remote | Contract | Project-Based (Ongoing Work Available)Job DescriptionWe are hiring a CRM Implementer with hands-on experience in Wealthbox and/or Redtail within a financial advisory firm (RIA or broker-dealer).This is a project-based execution role, not a strategy or consulting position. You will be responsible for building workflows and implementing structured processes inside CRM systems using defined frameworks and training.Responsibilities<ul><li>Build workflows in Wealthbox and/or Redtail</li><li>Implement processes for:</li><li>Client onboarding</li><li>Account transfers</li><li>Money movement</li><li>Ongoing client service</li><li>Configure task templates, pipelines, and automation</li><li>Execute CRM clean-up and data organization</li><li>Follow structured SOPs and Loom-based training</li><li>Ensure accuracy and consistency across implementations</li></ul>Requirements (Non-Negotiable)<ul><li>Experience working inside a financial advisory firm (RIA, IBD, or similar)</li><li>Hands-on use of Wealthbox or Redtail CRM</li><li>Experience building or supporting workflows (not just data entry)</li><li>Strong attention to detail and ability to follow defined processes</li></ul>Preferred Experience<ul><li>Exposure to: Schwab, Fidelity, LPL ClientWorks</li><li>Experience supporting advisors or client service operations</li><li>Familiarity with Orion, Tamarac, AssetMark, SEI (a plus)</li></ul>Compensation<ul><li>$30&ndash;$40/hour, depending on experience</li><li>Project-based work with consistent volume for strong performers</li></ul>Important Notes<ul><li>This is not a full-time salaried role</li><li>This is not a general virtual assistant position</li><li>Candidates without financial services CRM experience will not be considered</li></ul>Remote Advisor Resources (RAR) partners with independent financial advisors and RIAs to design and implement scalable operational systems. We specialize in aligning CRM workflows, custodial platforms, and client service processes&mdash;ensuring firms operate with consistency, efficiency, and structure. Our approach goes beyond staffing; we build repeatable operational frameworks and deploy experienced professionals who execute within clearly defined systems.Pay: $30.00 - $40.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Remote

Wealthbox / Redtail CRM Implementer (Financial Advisory Firms)

Job description:Remote Financial Advisor Assistant (Independent Contractor) Work From Home &ndash; Flexible Schedule &ndash; Nationwide PlacementsIf you love working as a Financial Advisor Assistant or Client Service Representative but want more flexibility in your schedule and lifestyle, join Remote Advisor Resources&mdash;just like so many other professionals have!We connect experienced professionals with high-net-worth Financial Advisors across the country. As a 1099 Independent Contractor, you&rsquo;ll have the freedom to choose assignments, work remotely, and partner with quality advisors through our established network and referrals.What You&rsquo;ll Do:<ul><li>Support successful Financial Advisors nationwide</li><li>Manage client onboarding, account maintenance, and service requests</li><li>Utilize leading platforms such as LPL Financial, Schwab, Fidelity/Wealthscape</li><li>Work with CRMs including Redtail, Salesforce, Wealthbox, and others</li></ul>What We&rsquo;re Looking For:<ul><li>5+ years experience with a Broker-Dealer and Financial Advisor</li><li>Strong organizational skills and attention to detail</li><li>Self-starter who can work independently</li><li>Proficient in financial platforms and CRMs</li><li>Reliable internet and home office setup</li></ul>Perks:<ul><li>Flexible, work-from-home schedule</li><li>Choose assignments that fit your availability</li><li>Competitive hourly rates with reputable, high-caliber Advisors</li></ul>Join a team that values your expertise, connects you with quality opportunities, and lets you work on your terms.Apply today to become a part of Remote Advisor Resources!Benefits:<ul><li>Flexible schedule</li></ul>Application Question(s):<ul><li>Experience on Wealthbox, Redtail</li></ul>Experience:<ul><li>Financial Advisor Assistant: 5 years (Required)</li></ul>License/Certification:<ul><li>SEI, Series 7 , Series 66 (Preferred)</li></ul>Work Location: RemotePay: $68,000.00 - $90,000.00 per yearBenefits:<ul><li>Referral program</li></ul>Work Location: Remote

Financial Advisor Assistant Role with Experience on Schwab, Fidelity, LPL Platforms - REMOTE

Join Remote Advisor Resources and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Remote Advisor Resources

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Wealthbox / Redtail CRM Implementer (Financial Advisory Firms)

Financial Advisor Assistant Role with Experience on Schwab, Fidelity, LPL Platforms - REMOTE