Senior Wealth Concierge Lead Touch Client Support

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.

What You Will Do

• Serve as 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…