Join The Team
Build Your Practice With a Brand, a Platform, and a Partner Behind You
Going independent should not mean going it alone.
Most advisors who break away trade one set of frustrations for another. They escape the wirehouse and inherit the back office. They win their freedom and lose their team. At Concierge Wealth Management, we built the opposite: an established, independent firm where experienced advisors get real autonomy and a real support system at the same time.
If you already serve clients well and you want to grow, own your work, and stop carrying the whole operation on your back, this is worth a conversation.
Three things set this apart, and they are hard to find together anywhere else:
An established brand. Concierge Wealth Management is a recognized name with a real reputation, national media presence, and a clear identity in Greater Boston. You step into credibility instead of spending years building it from scratch.
A hands-on partner. You get direct access to me, Julian B. Morris, and to how this practice was actually built. Not a recruiter, not a regional manager you meet once a year. Mentorship, strategy, and a playbook from someone who has done exactly what you are trying to do.
A top-tier platform. Through Flagship Harbor Advisors and LPL Financial, you get institutional-grade compliance, technology, product access, and back-office support. This is the infrastructure that makes independence work instead of turning it into a second full-time job.
🌟 Private Wealth Concierge — For Experienced and Independent-Minded Advisors
Take your practice to the next level. This is for the experienced advisor who wants the freedom of independence with the support of a real team, whether you are breaking away from a wirehouse with a large book or running an established practice in the ten-to-fifteen-million range and ready to grow past it.
You will:
Grow faster with fewer limitations, leveraging our brand, infrastructure, and high-touch service model to scale your business. Work in a true partnership with a team that prioritizes client experience and strategy, with no proprietary product pushes, just solutions that serve your clients well. Deliver white-glove service to high-earning clients without the distractions of a sales-first culture. And maintain control of your business: your book, your relationships, supported by a platform built to help you flourish.
Ideal candidate: 5+ years of experience in wealth management or equivalent client-facing advisory experience. CFP® or equivalent designation, required or in progress, with demonstrated advisory experience. An established, portable book of business. A desire to work collaboratively within a client-first team.
Why choose Concierge Wealth Management: A flexible model with hybrid and remote opportunities. Premium brand alignment with a firm built around personalization, evolution, and client-centered success. Attractive compensation, competitive and negotiable, tailored to your experience and client base.
⭐ Wealth Concierge — For Licensed, Early-Career Advisors
An opportunity for licensed, early-career financial professionals to grow within a boutique advisory firm known for personalized, concierge-level service. This is a real client-facing role with genuine business development responsibility, not a training seat.
This role is intended for professionals who: Have prior experience in financial services, beyond academic or internship settings. Hold active FINRA licenses (Series 7, and 63/65 or 66). Are actively pursuing or have earned their CFP® designation. Are entrepreneurial and motivated to grow a book of business within a client-first environment. Want direct exposure to client work across planning, investing, and relationship management. Are focused on delivering tailored financial solutions and building long-term client relationships within a high-touch service model.
Why choose Concierge Wealth Management: Real client-facing responsibility within an established boutique advisory firm. Access to experienced leadership and strategic guidance without a sales-first or product-driven culture. Mentorship and collaboration, working directly with experienced advisors and learning proven strategies and best practices.
💫 Financial Planning Concierge — For Detail-Driven Planners
An opportunity for detail-oriented planners to deliver sophisticated financial solutions within a firm renowned for its personalized, concierge-level approach.
This role is ideal for professionals who: Are responsible for building, updating, and monitoring comprehensive financial plans across the full client base. Work closely with the lead advisor to translate strategy into clear, actionable planning deliverables. Have hands-on experience with RightCapital or comparable financial planning software. Are comfortable managing planning workflows, assumptions, and ongoing plan maintenance. Excel at turning complex financial strategies into guidance clients can actually use. Value high-touch service and building trusted, long-term client relationships within a collaborative environment.
Why choose Concierge Wealth Management: Direct responsibility for financial planning across high-earning households and complex situations. A flexible structure with fractional and fully remote opportunities, depending on experience and fit. A premium brand built around strategy, confidence, and meaningful outcomes. The opportunity to play a central role in the planning process without a sales-first or product-driven culture.
✨ Director of Concierge Services — Client Experience Leadership
An opportunity to create exceptional client experiences with Concierge Wealth Management. This role is ideal for someone who brings a positive, client-first attitude to everything they do and wants to shape how clients feel at every touchpoint.
This role is a strong fit if you: Are looking to re-enter the workforce with a flexible schedule of 10+ hours per week. Thrive on creating memorable, high-touch client experiences that leave a lasting impression. Have a passion for delivering personalized service within a collaborative, team-oriented environment. Understand the value of thoughtful details and seamless service in building strong client relationships. Prior experience in financial services or a comparable client-facing role is preferred.
Why choose Concierge Wealth Management: A flexible model with hybrid and remote opportunities. A brand built on personalization, sophistication, and meaningful client outcomes. The opportunity to play a pivotal role in enhancing the client journey at every touchpoint.
Frequently Asked Questions
Can I keep my clients if I move my practice to your firm?
Yes. The Private Wealth Concierge model is built around advisors bringing and keeping their own client relationships. You own your book. We provide the brand, platform, and support around it.
What does independence with your firm actually look like?
You operate your practice with real autonomy, backed by Flagship Harbor Advisors and LPL Financial for compliance, technology, and back-office support, and by our team and brand for everything a solo shingle cannot provide on its own. Independence without isolation.
I run a smaller practice. Am I too small to join?
No. Established advisors in the ten-to-fifteen-million range are exactly who we are looking to support and help grow. Smaller, growth-minded practices are a priority, not an afterthought.
Do you offer internships or entry-level roles?
No. Our firm does not offer internships, entry-level roles, or academic placements. Every role requires prior professional experience beyond an academic or internship setting.
Is reaching out a commitment?
No. Exploring your options should never feel like a decision. Every conversation starts confidentially, with no obligation.
Additional Details for All Roles
Our firm does not offer internships, entry-level roles, or academic placements. All roles offer flexible hybrid and remote work options depending on role and experience, a boutique brand built around personalization, sophistication, and long-term client outcomes, and meaningful responsibility in shaping and delivering the client experience at every stage.
How to Apply
Please send a brief letter and your resume to jb@conciergewm.com. Include the role you are interested in, your compensation expectations, and a short note on why you would be a strong fit for our team-based approach to financial planning and client service. Experienced advisors exploring independence or succession are welcome to reach out for a confidential conversation first, with no obligation.