Software Engineer
Wealthbox
Software Engineer
Wealthbox
CRM platform for financial advisors
We’re building an AI-powered CRM software platform for financial advisors. Thousands of advisory firms use Wealthbox every single day – not once a week, not occasionally – all day. It’s where they manage their clients, run their practices, and grow their businesses.
When we ship improvements, they actually matter. Our customers notice, they tell us, and they use what we build. That’s the kind of feedback loop that makes you build better software.
We’re a market leader, but we still operate like a nimble company. We’ve been doing this long enough to know what works, but we’re small enough that every engineer’s decisions matter.
We’re a high-trust team of experienced Rails engineers who’ve been working in the framework since its early days. You’ll work directly with them, learning how we build and ship software.
We work prompt-first. We use AI tools to prototype faster, generate tests, and increase velocity. But everything goes through human review—we don’t ship code we haven’t read and understood. You’ll learn how to use these tools effectively while building real features that customers use every day.
You’ll work across the stack—Ruby on Rails, React, databases, whatever the feature needs. You don’t need to be an expert in everything yet, but you should be comfortable learning and contributing across both backend and frontend.
A typical day might include building an enhancement that saves customers hours per week, improving user experience, pairing with other engineers to solve problems, or helping debug and fix issues in production.
Build core backend functionality in Ruby on Rails and relational databases
Work daily in Claude Code and ship features using LLMs and agentic workflows
Build React components in TypeScript for customer-facing features
Collaborate and pair program with experienced full-stack engineers
Help with problem-solving and issue resolution, working on bug fixes and improvements
Learn and contribute to our AI-powered features and workflows
B.S. in Computer Science or a similar technical field
2+ years of professional experience as a software engineer
Excellent written communication skills
Experience building web applications with a modern language like Ruby, Python, JavaScript, TypeScript, or Go
Experience or strong interest in AI/LLM technologies and prompt-first development workflows
Strong desire to learn Ruby and Rails (experience is a plus, but not required)
Experience with relational databases and Git is a plus
Appreciation for UX and usability—you care what the end user experiences
Appreciation for clear, maintainable, tested code
Ability to communicate clearly and positively
Remote, no time zone requirements
Weekdays, business hours
No travel required
Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off
Wealthbox is a customer relationship management (CRM) platform tailored for financial advisors. It helps advisors manage client information, tasks, calendars, and workflows in one place, and it connects with other financial software. Users access the platform via a subscription and pay recurring fees for access to features such as task management, calendar integration, workflow automation, and reporting, all while prioritizing data security. The platform supports firms of all sizes and focuses on improving collaboration and productivity among advisory teams. Wealthbox differentiates itself by its specialization for financial services, built-in social collaboration tools, and tight integrations with financial software, aiming to streamline client relationship management and advisory workflows. The goal is to make it easier for financial advisors to manage client relationships, tasks, and workflows efficiently, securely, and collaboratively.
Explore more opportunities at Wealthbox