Software Engineer

About Wealthbox

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.

How We Work

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.

What You’ll Do

• 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

What We’re Looking For

• 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

Work Details

• Remote, no time zone requirements

• Weekdays, business hours

• No travel required

Benefits

• Competitive compensation

• Comprehensive health plan coverage

• 401k plan

• Paid time off