Senior Wealth Concierge Lead Touch Client Support
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
Jambalaya Group seeks an experienced wealth-management professional to anchor its concierge team within a growing, multi-location private wealth practice in Louisville. The role delivers proactive, high-touch support to Gold and Platinum client relationships, solving complex issues and enabling advisors to provide excellent advice without building a personal client book.
The ideal candidate has Series 7/63/65/66 registrations, CFP/ChFC/CRPC/FPQP credentials, and strong leadership abilities to
This role is for the Senior Wealth Concierge Lead
- High-Touch Client Support role at Jambalaya Group.
This role, Senior Wealth Concierge Lead
- High-Touch Client Support at Jambalaya Group, could be your next opportunity.
Are you ready to take on the Senior Wealth Concierge Lead
- High-Touch Client Support role at Jambalaya Group?
We would love to welcome a new Senior Wealth Concierge Lead
- High-Touch Client Support to our group in Louisville, KY, United States.
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