Senior Wealth Management Associate / Concierge Team Lead

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 growing, multi-location private wealth management practice is seeking an experienced wealthmanagement 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 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

Qualifications

• Atleastfiveyearsofwealth‐management,financial‐advisory,private‐banking,orcomparable client‐serviceexperience
• 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 bonus program: $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved
• Annual holiday bonus eligibility; amount varies based on role and performance
• A senior client-facing career path that does not require personal production or book building
• Opportunity to shape service standards and serve as a long-term anchor for the concierge team
• Potential flexible or remote arrangement for a highly qualified candidate after successful onboarding

Background Check Employment with this practice is contingent upon the successful completion of a background check.

Equal Opportunity Employer This practice is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.