ZipRecruiter

Log In

1

Financial Concierge Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsFinancial Concierge Jobs

Financial Concierge information

See salary details

$11

$18

$25

How much do financial concierge jobs pay per hour?

As of Aug 12, 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.

Is being a financial concierge a hard job?

Being a financial concierge involves providing personalized financial services, which requires strong communication, organization, and knowledge of financial products. The job can be demanding due to the need to manage multiple client needs, maintain confidentiality, and stay updated on financial regulations and market trends.

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 is a financial concierge?

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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $37,689 per year, or $18.1 per hour.

Financial Concierge: Customer Experience Banker

0101 The Huntington National Bank

Petal, MS • On-site

$15 - $19.50/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Huntington is seeking a Customer Experience Banker Non NMLS at our Petal, MS location to serve walk-in customers as a Financial Concierge, helping them meet financial goals with deposit products and banking services. You will retain and grow consumer and business relationships by proactively identifying needs, educating customers, and referring to other bank areas while upholding policies and delivering exceptional service. #J-18808-Ljbffr

Apply