Senior Wealth Concierge Lead — Remote Potential

Jamba Juice; Dayton (OH); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical coverage

Life insurance

401(k) with company match

PTO 15 days + holidays

Job summary

A senior wealth-management professional is sought to join a private wealth management practice as a concierge team anchor. You will extend advisor capabilities for Gold and Platinum clients, handling proactive, high-touch support and complex client requests without needing to build a personal book of business.

You will coordinate trading and account activity, perform analytical work, and help set service standards across the team. A credentialed background and leadership experience are favored.

Qualifications

• 5+ years in wealth-management or equivalent client-service roles.
• Experience supporting affluent or high-net-worth clients.
• Active securities registrations (e.g., Series 7, 63/65/66) required; exact combo depends on duties.
• Professional credentials such as CFP/ChFC/CRPC/FPQP preferred.
• Solid knowledge of investments, trading workflows, and financial planning.

Responsibilities

• Serve as an extension of advisor teams for high-value clients, delivering proactive support.
• Communicate with clients, coordinate complex requests, and ensure timely follow-through.
• Support or execute trading and account activity within registration scope and practice procedures.
• Complete analytical work to help advisors evaluate client opportunities and next steps.
• Anticipate client/advisor needs and bring solutions rather than escalating problems.
• Help establish consistent service standards, workflows, and accountability across the concierge team.
• Coach and mentor team members progressing from financial planning to concierge/advisor roles.
• Partner with leadership to balance service capacity and improve client experience.
• Protect confidential information and operate within regulatory requirements.

Skills

Wealth-management experience

Client-service experience

Active securities registrations (e.g.,

Education

CFP/ChFC/CRPC/FPQP credential preferred

Job description

A senior wealth-management professional is sought to join a private wealth management practice as a concierge team anchor. You will extend advisor capabilities for Gold and Platinum clients, handling proactive, high-touch support and complex client requests without needing to build a personal book of business.

You will coordinate trading and account activity, perform analytical work, and help set service standards across the team. A credentialed background and leadership experience are favored.