Join The Team
Concierge Wealth Management is selectively expanding its advisory team.
We partner with experienced advisors considering independence and licensed professionals ready to take on greater responsibility. Our platform is built for professionals who already serve clients and manage relationships, and who want the freedom to grow within an established, high-touch, client-first firm.
🌟 Private Wealth Concierge 🌟
Take your practice to the next level with Concierge Wealth Management.
We’re seeking a highly experienced wealth advisor who wants to:
• Grow faster with fewer limitations by leveraging our brand, infracstructure, and high-touch service model to scale your business.
• Work in a true partnership: Collaborate with a team that prioritizes client experience, strategy, and clarity. 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.
• 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
✔️ Established, portable book of business
✔️ Desire to work collaboratively within a client-first team
Why Choose Concierge Wealth Management:
• Flexible model with hybrid and remote opportunities
• Premium brand alignment: Work with a firm built around personalization, evolution, and client-centered success
• Attractive compensation: Competitive and negotiable, tailored to experience and client base
✨ Director of Concierge Services ✨
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
• Is looking to re-enter the workforce with a flexible schedule (10+ hours per week)
• Thrives on creating memorable, high-touch client experiences that leave a lasting impression
• Has a passion for delivering personalized service within a collaborative, team-oriented environment
• Understands the value of thoughtful details and seamless service in building strong client relationships
• Prior experience in financial services or a comparable client-facing role preferred
Why Choose Concierge Wealth Management:
• Flexible model with hybrid and remote opportunities
• A brand built on personalization, sophistication, and delivering meaningful client outcomes
• The opportunity to play a pivotal role in enhancing the client journey at every touchpoint
⭐ Wealth Concierge ⭐
An opportunity for licensed, early-career financial professionals to grow within a boutique advisory firm known for personalized, concierge-level service.
This role is intended for professionals who:
• Have prior experience in financial services, beyond academic or internship settings
• Hold active FINRA licenses (Series 7, 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 cultur
• Mentorship & Collaboration: Work directly with experienced advisors, learning proven strategies and best practices
This role is intended for licensed professionals early in their advisory career, with real client-facing and business development responsibilities.
💫 Financial Planning Concierge 💫
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 simplifying complex financial strategies into clear, actionable 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
• Flexible structure with fractional and fully remote opportunities, depending on experience and fit
• A premium brand built around strategy, clarity, and confidence
• The opportunity to play a central role in the planning process without a sales-first or product-driven culture
💡 Additional Details for All Roles:
Our firm does not offer internships, entry-level roles, or academic placements.
• Flexible hybrid and remote work options, depending on role and experience
• A boutique brand built around personalization, sophistication, and long-term client outcomes
• Meaningful responsibility in shaping and delivering the client experience at every stage
Please submit a brief letter and your resume to jb@conciergewm.com including your desired role, compensation expectations, and a short note on why you believe you would be a strong fit for our team-based approach to financial planning and client service.