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Financial Concierge Jobs (NOW HIRING)

National Financial Partners

Tax Manager

Nashville, TN · On-site

$125K - $173K/yr

We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. Leaders in entertainment, sports and business turn to us for ...

National Financial Partners

Tax Manager

Nashville, TN · On-site

$125K - $173K/yr

We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. Leaders in entertainment, sports and business turn to us for ...

Ameriprise Financial

Client Concierge

Riverside, CA · On-site

$26.50 - $31.25/hr

Client Concierge Interwoven Family Wealth - Private Wealth Advisory Practice of Ameriprise Financial Full-Time | Riverside, CA (In-Person) Interwoven Family Wealth, a Private Wealth Advisory Practice ...

Modern Wealth Management

Concierge Specialist

Kansas City, MO · On-site

$15 - $19.50/hr

Building upon the foundational responsibilities of a Concierge Specialist, this senior-level position emphasizes deeper client engagement, enhanced financial plan preparation, and more strategic ...

Inspirations

Concierge

Pahrump, NV · On-site

$13/hr

Financial security while you recover from an injury that puts you out of work * Referral Bonuses : Refer qualified candidates and earn rewards * Tuition Reimbursement : Invest in your education with ...

93S- GRACE MANAGEMENT INC

Concierge

Pahrump, NV

$13/hr

Financial security while you recover from an injury that puts you out of work * Referral Bonuses : Refer qualified candidates and earn rewards * Tuition Reimbursement : Invest in your education with ...

Grace Management, Inc.

Concierge

Pittsburgh, PA · On-site

$15 - $19.50/hr

Financial security while you recover from an injury that puts you out of work * Referral Bonuses : Refer qualified candidates and earn rewards * Tuition Reimbursement : Invest in your education with ...

Vista Pointe at Lake Havasu City

Concierge

Pleasant Hills, PA · On-site

$14.75 - $19/hr

Financial security while you recover from an injury that puts you out of work * Referral Bonuses ... The Concierge answers telephones, greets guests, and responds to residents' requests and assist in ...

Grace Management, Inc.

Concierge

Pahrump, NV · On-site

$13/hr

Financial security while you recover from an injury that puts you out of work * Referral Bonuses : Refer qualified candidates and earn rewards * Tuition Reimbursement : Invest in your education with ...

8RT- GRACE MANAGEMENT INC

Concierge

Pittsburgh, PA · On-site

$15 - $19.50/hr

Financial security while you recover from an injury that puts you out of work * Referral Bonuses : Refer qualified candidates and earn rewards * Tuition Reimbursement : Invest in your education with ...

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How much do financial concierge jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for financial concierge in the United States is $18.12, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Concierge, and why are they important?

To thrive as a Financial Concierge, you need strong knowledge of banking products, customer service expertise, and often a background in finance or business administration. Familiarity with customer relationship management (CRM) systems, banking software, and sometimes certifications such as NMLS for certain financial services is important. Exceptional interpersonal skills, attention to detail, and problem-solving abilities help you build trust and effectively address client needs. These skills ensure clients receive personalized financial guidance and seamless service, fostering loyalty and satisfaction.

What are Financial Concierges?

Financial Concierges are professionals who assist clients with a variety of banking and financial services. They often work in banks or financial institutions, helping customers manage accounts, process transactions, and access specialized financial products. Financial Concierges provide personalized service, answer questions about financial solutions, and may guide clients through processes like account opening, loan applications, or digital banking. Their goal is to enhance the customer experience by offering tailored support and building strong relationships. This role requires strong communication skills, attention to detail, and a solid understanding of financial products and services.

What is the difference between Financial Concierge vs Financial Advisor?

AspectFinancial ConciergeFinancial Advisor
CredentialsMay hold certifications like CFP, but less formalOften required to hold CFP, CFA, or similar certifications
Work EnvironmentLuxury banks, private client services, high-net-worth individualsFinancial planning firms, banks, independent practice
Employer & IndustryPrivate banks, wealth management firmsFinancial planning firms, investment firms, banks
Primary FocusPersonalized client service, lifestyle management, concierge servicesInvestment advice, financial planning, portfolio management

While both roles serve high-net-worth clients, a Financial Concierge focuses on personalized lifestyle and client services, whereas a Financial Advisor primarily provides investment and financial planning advice. The roles often overlap in client interaction but differ in scope and focus.

How does a Financial Concierge typically collaborate with other departments to support clients’ financial needs?

A Financial Concierge often serves as a bridge between clients and specialized financial services by coordinating with departments such as lending, investment, and customer service. They assess clients’ situations, identify their goals, and connect them with the right experts or solutions within the organization. This role requires strong communication and organizational skills, as Financial Concierges frequently facilitate meetings, ensure seamless information flow, and follow up on client requests. Collaboration is key to providing personalized and efficient service, enhancing both client satisfaction and organizational effectiveness.
More about Financial Concierge jobs
What states have the most Financial Concierge jobs? States with the most job openings for Financial Concierge jobs include:
What job categories do people searching Financial Concierge jobs look for? The top searched job categories for Financial Concierge jobs are:
Financial Concierge jobs near you
Infographic showing various Financial Concierge job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $37,689 per year, or $18.1 per hour.
Tax Manager

Tax Manager

National Financial Partners

Nashville, TN • On-site

$125K - $173K/yr

Full-time

Retirement, PTO

Posted 9 days ago

Job description

Who We Are:
Ground Control (a Wealthspire company) is a business management firm built for those with boundless potential. We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle.
Leaders in entertainment, sports and business turn to us for exceptional support. We began more than forty years ago with the idea that careers in Hollywood came with unique financial complexities. The concierge services we developed were designed to help them enjoy their incredible success. Today we are still trusted partners for actors, producers, writers and directors, but we're also the financial concierge for professional athletes, innovators and entrepreneurs.
Summary: Tax Manager is responsible for handling the tax needs of clients regarding personal and business tax matters. Includes tax return preparation and review, year-end tax projection planning, estimates, and tax research. Tax Manager works closely with all levels of the tax department.
Essential Duties and Responsibilities:
  • Prepare and review complex Individual (resident and non-resident), C and S Corporation, Partnership, Fiduciary, Gift, Single Member LLC, Foreign Bank Account Report, Exempt Organization and Private Foundation tax returns
  • Review Business License, Property Tax, and Sales & Use tax returns
  • Prepare and review tax adjusting journal entries for business management clients' books and records
  • Prepare and review quarterly tax estimates and year-end individual projections and business closeouts
  • Prepare and review tax basis schedules
  • Respond to IRS and state taxing authority notices and audits
  • Point of contact with various non-business management tax clients and business management affiliates
  • Prepare and review Forms W-2, 1099, and 1042 as necessary
  • Tax research
  • Develop procedures, processes, and templates to establish best practices

Knowledge, Education, Skills, and/or Abilities:
  • Education Bachelor's Degree
  • CPA license
  • 7-15 years tax experience
  • Accounting proficiency
  • Proficiency with Tax Preparation and Projection Software, (Prosystem FX & BNA preferred)
  • Proficiency with Excel and Word
  • Excellent verbal and written communication skills
  • Personable, positive and enthusiastic attitude
  • Proficient in overseeing multiple projects and meeting strict deadlines
  • Ability to work with a variety of personalities
  • Taking initiative
  • Problem-solving ability

Certificates, Licenses, Registration:
  • Certified Public Accountant

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $125,000 to $173,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Ground Control Business Management and Wealthspire is an inclusive Equal Employment Opportunity employer.

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