Senior Wealth Management Associate​/Concierge Team Lead

A growing, multi-location private wealth management practice is seeking an experienced wealth management professional to serve as a senior member and potential anchor of its concierge team. The concierge team operates as an extension of the advisor teams, delivering proactive, high-touch support to Gold and Platinum client relationships. This opportunity is ideal for a credentialed professional who enjoys serving clients, solving complex issues, and helping advisors deliver excellent advice - without needing to build an individual book of business.

In addition to managing sophisticated client and advisor needs, this person will help create stability, consistency, and leadership within a team that also develops future advisors.

• Serve a trusted extension of advisor teams for high-value client relationships, providing proactive and responsive support
• Communicate directly with clients, coordinate complex requests, and ensure timely, polished follow-through
• Support or execute trading and account activity within the scope of the candidate's registrations, role authority, and practice procedures
• Complete analytical work and help advisors evaluate client opportunities and next steps
• Anticipate client and advisor needs, identify potential issues early, and bring solutions rather than simply escalating problems
• Help establish consistent service standards, workflows, documentation, and accountability across the concierge team
• Coach and support developing team members who are progressing from financial planning into concierge or advisor roles
• Partner with practice leadership to balance service capacity, assign work effectively, and improve the client experience
• Protect confidential information and operate within all applicable practice and regulatory requirements

• Atleastfiveyearsofwealth‐management,financial‐advisory,private‐banking,or comparable client‐service experience
• Demonstrated success supporting advisors and affluent or high-net-worth client relationships
• Active securities registrations, such as Series 7 and Series 63/65/66, are required; the exact combination will depend on assigned responsibilities
• CFP, ChFC, CRPC, FPQP, or another relevant credential preferred
• Working knowledge of investments, trading workflows, financial planning, account operations, and client-service best practices
• Calm, confident communication and the judgment to handle sensitive or complex client situations
• Leadership, mentoring, or team-coordination experience is required
• A service-oriented career mindset; this role does not require building a personal book of business
• Strong organization, discretion, accountability, and attention to detail

The practice offers a comprehensive total-rewards package designed to support employees' health, financial well-being, and long-term professional growth.

Benefits for eligible full-time employees include:

• Medical coverage with PPO and high-deductible health plan options, including an HSA option; the practice pays the full cost of employee-only medical, dental, and vision coverage
• $50,000 in employer-paid group life insurance, plus employer-paid short- and long-term disability benefits
• Section 125 flexible benefits, including a healthcare Flexible Spending Account and Dependent Care Reimbursement Account
• 15 PTO days annually, prorated in the first year based on hire date following the policy's 30-day eligibility period; 20 days beginning in the third year and 25 days beginning in the fifth year
• 10 observed paid holidays each year
• 401(k) retirement plan with pre-tax and Roth contribution options and a company match of up to 4% when the employee contributes at least 5%
• Full payment of approved licensing and credentialing costs
• Staff bonus program: $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved
• Annual holiday bonus eligibility; amount varies based on role and performance
• A senior client-facing career path that does not require personal production or book building
• Opportunity to shape service standards and serve as a long-term anchor for the concierge team
• Potential flexible or remote arrangement for a highly qualified candidate after successful onboarding

Background Check Employment with this practice is contingent upon the successful completion of a background check.

Equal Opportunity Employer This practice is an Equal Opportunity Employer. We are committed to providing equal employment…