Referso Jobs

Support lead advisors in serving clients and delivering financial plans
Proactively support clients by anticipating their needs and delivering exceptional service
Develop relationships with existing clients by participating in meetings, both virtual and in person, and through follow-up calls
Keep detailed records in our CRM and financial planning platforms to ensure seamless service
Help build, maintain, and present personalized financial plans using our planning tools, including eMoney and MoneyGuidePro

Requirements

Bachelor's degree in a related field (implied)
Nice to have: Familiarity with financial planning tools such as eMoney or MoneyGuidePro
Nice to have: Experience with CRM systems (Wealthbox preferred)
Nice to have: Research tools such as Morningstar

Skills

Microsoft Office eMoney MoneyGuidePro

Enterprise Sales Development Representative

Wealthbox · Posted Oct 28, 2026

Open

Remote, United States
Remote
Full-time · Mid
2+ years

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Consult by telephone and email with prospective enterprise customers, building pipeline and generating sales-qualified leads for Wealthbox Enterprise Account Executives.

Compensation

Competitive compensation (base + commission)

Responsibilities

Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.
Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.
Qualify and convert leads into sales opportunities using a consultative and data-driven approach.
Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.
Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems.

Requirements

Nice to have: Experience selling SaaS products

Skills

Outbound prospecting Account-based outreach CRM technology Selling to wealth management firms

Associate Financial Advisor

Stratos Wealth Partners · Posted Nov 9, 2026

Open

Redwood City, California, United States
Hybrid
Full-time · Associate
$90K–$124K per year
2+ years

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Compensation

Compensation: $90,000 – $124,000 base salary, depending on experience and level (Associate Advisor Level 1 or 2), plus annual performance bonus eligibility and benefits.

Responsibilities

Serve as relationship lead for an assigned group of households, and as second chair alongside Lead Advisors for higher-tier relationships.
Take an active role in client meetings (presenting, not only taking notes).
Follow PFP’s onboarding process for new clients and the case preparation process for review meetings.
Participate in all firm client campaigns. Client relationship development and management, including ongoing and regular client contact and communications.
Manage, delegate and complete all meeting follow-up items; send post-meeting summaries and action items to clients.

Requirements

Bachelor’s degree in finance, business, accounting, economics or related field
Nice to have: CFP certification
Nice to have: CFP Board-registered education program

Skills

SIE Series 7 Series 66 California Life, Accident & Health licenses

Paraplanner

Stratos Wealth Partners · Posted Nov 9, 2026

Open

Redwood City, California, United States
On-site
Full-time · Associate
$70K–$94K per year
1+ years

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Support advisors in financial planning, client meetings, data entry, and compliance within a wealth management firm.

Compensation

$70,000 – $94,000 base salary, depending on experience, plus annual performance bonus eligibility and benefits.

Responsibilities

Prepare client meetings and summaries
Complete beneficiary and contact reviews
Attend client meetings and take notes
Log meeting notes in CRM
Manage meeting follow-up items

Requirements

Bachelor’s degree in finance, business, accounting, economics or related field
Nice to have: SIE license
Nice to have: Series 7
Nice to have: Series 66
Nice to have: California Life, Accident & Health licenses

Skills

Microsoft Office financial planning software (eMoney preferred)CRM (Salesforce, Redtail, Wealthbox preferred)eMoney Salesforce Redtail

Administrative Assistant Reception

TEKsystems · Posted Oct 29, 2026

Open

Council Bluffs, Iowa, United States
On-site
Contract · Entry
$22–$22 per hour

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Serve as the first point of contact for clients through phone, email, and in-person interactions while delivering exceptional customer service.

Compensation

Pay Rate: $22.00/hour The pay range for this position is $22.00 - $22.00/hr.

Responsibilities

Serve as the first point of contact for clients through phone, email, and in-person interactions while delivering exceptional customer service.
Coordinate advisor calendars, schedule appointments, prepare meeting materials, and support client communications.
Manage administrative and account maintenance activities, including record updates, documentation processing, CRM management, and office operations support.

Requirements

Associate's or Bachelor's degree preferred (Business, Finance, Accounting, or related field).

Skills

CRM systems such as Salesforce, Wealthbox, Redtail Microsoft Outlook Microsoft Teams Microsoft Word Microsoft Excel

Wealth Management Administrator

Compass Business Solutions, Inc. · Posted Nov 6, 2026

Open

Pittsburgh, Pennsylvania, United States
On-site
Full-time · Entry
Pittsburgh, PA

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The role provides independent support to the Wealth Management department to ensure consistent and comprehensive support, processes, and workflows.

Responsibilities

Schedule quarterly and as requested meetings for wealth management clients and team
Prepare relevant reports or documentation for meetings
Coordinate meetings with internal staff
Gather, scan, and electronically bookmark paper and electronic documents
Assemble and prepare envelopes for delivery and include instruction sheets

Requirements

High school diploma or equivalent
Nice to have: accounting
Nice to have: banking
Nice to have: finance
Nice to have: wealth management administration

Skills

Customer service FBI Clearances WealthBox

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