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Financial Concierge Jobs (NOW HIRING)

Vanguard

Concierge Team Leader

Malvern, PA

$15.25 - $19.75/hr

Develops and manages a team of Financial Advisors or other leaders who provide investment guidance ... These concierge teams are unique as they deliver multiple offers through various channels. For ...

The Legacy at Falcon Point

Concierge

Katy, TX

$14 - $16/hr

Concierge Perks, Programs, and Benefits: * Flexible Scheduling - In most cases, we can work our ... Access to Free Community Meals during working hours (FT/PT) * PSL Cares Program provides financial ...

The Summit of Citrus Hills

PT Concierge

Hernando, FL · On-site

$13.25 - $17/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 ...

Pegasus Senior Living

Concierge

Amarillo, TX · On-site

$13 - $17/hr

Concierge Perks, Programs, and Benefits: * Flexible Scheduling - In most cases, we can work our ... Access to Free Community Meals during working hours (FT/PT) * PSL Cares Program provides financial ...

fogelman

Part-Time Concierge

Germantown, TN

$14 - $18/hr

Employee Connect - resources for legal, financial & personal support CONCIERGE JOB RESPONSIBILITIES: 2-4 years Concierge, Front Desk, or customer Service experience. Availability to work a flexible ...

SCH- GRACE MANAGEMENT INC

PT Concierge

Hernando, FL · On-site

$13.25 - $17/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 - Weekends

Wichita, KS · On-site

$14/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 ...

The Summit of Citrus Hills

PT Concierge

Hernando, FL · On-site

$13.25 - $17/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 ...

UUE- GRACE MANAGEMENT INC

PT Concierge

Oxford, MS · On-site

$15/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 ...

The Legacy at Town Square

Concierge

Amarillo, TX

$13 - $17/hr

Concierge Perks, Programs, and Benefits: * Flexible Scheduling - In most cases, we can work our ... Access to Free Community Meals during working hours (FT/PT) * PSL Cares Program provides financial ...

Pegasus Senior Living

Concierge

Katy, TX · On-site

$14 - $16/hr

Concierge Perks, Programs, and Benefits: * Flexible Scheduling - In most cases, we can work our ... Access to Free Community Meals during working hours (FT/PT) * PSL Cares Program provides financial ...

Grace Management, Inc.

PT Concierge

Hernando, FL · On-site

$13.25 - $17/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.

PT Concierge

Oxford, MS · On-site

$15/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 ...

Our World Energy

Concierge Builder

Phoenix, AZ · On-site

$15 - $19.25/hr

At our core, we are scaling fast, and the Concierge Builder will be embedded directly into our core business sectors (Sales Operations, Internal Operations, Field Ops, Sales, or Finance) to find ...

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Financial Concierge information

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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.

Concierge

Hotel Terra & Teton Mountain Lodge, a Noble House Hotel

Teton Village, WY

$16 - $20.50/hr

Other

Medical, Retirement

Posted 6 days ago

Job description

Description

Nestled right at the base of Jackson Hole Mountain Resort in Teton Village, a few miles from Grand Teton National Park and Yellowstone National Park, our 4-diamond hotels attract guests from around the world. Check out our top-rated restaurant, Spa and join our entrepreneurial, fun-spirited seasonal and year-round team!


The Job

As a Concierge, you will be responsible for assuring the highest caliber of guest experience for all guests. The Concierge must have information on community events, area attractions, entertainment, shops, restaurants, travel and local businesses. The Concierge must have the ability to assist all guests in making reservations and giving correct, insightful, unique vacation advice. You will assist our Guests with class and style as they plan their dream stay.


The Offer*

In return we offer our new Concierge:

  • Competitive Medical Benefits Package and 401(k)
  • Competitive Wages and Flexible Schedules
  • Complimentary Fitness Center Access, Bus Pass, and Employee Shift Meal
  • Discounts at our Spas, Spur Restaurant & Bar, and Retail Stores
  • Discounts on Noble House Hotels & Resorts Room Rates
  • Discounts on Ski Passes
  • Shared Transferable Ski Pass
  • Onsite Ski-in, Ski-out, and Ski Storage

*Rules and restrictions apply to all employee benefits and perks

Requirements

To be successful as our new Concierge you:

  • Are eager to learn and take pride in your work.
  • Are reliable, have a flexible mind-set and like to smile.
  • Seek to work in a beautiful hotel where you constantly meet new people.
  • Proven experience as concierge; experience in customer service or relevant role preferred.
  • Extensive knowledge of local businesses, area attractions, and community events.
  • Excellent verbal and written communication skills.
  • Ability to multi-task and time management.
  • Ability to maintain a calm, unhurried demeanor.
  • Proficiency in English.
  • Strong computer skills. Must have knowledge of Excel, Word, and E-mail usage.
  • High school graduate or equivalent.

Hotel Terra and Teton Mountain Lodge is part of Noble House Hotels & Resorts: a curated collection of 20 unique hotels around the USA, distinctly unique in location and soul. Our best performers are independent thinkers, get creative and make decisions without too many corporate SOPs. They tend to be goal-oriented, financially sound, with a fair amount of grit. We look for people with high integrity and a positive, flexible mindset. Our properties are not one-size-fits-all. And neither are our people.


Live and work in a beautiful place with endless opportunities for world class recreation. Apply today!


Noble House Hotels & Resorts are proud to encourage and support an environment where everyone can be a successful team member (come as they are) as their true authentic self. We are an equal opportunity workplace and employer that does not discriminate based on race, color, disability, gender/sex, sexual orientation, religion, national origin, age, veteran status, or any other protected status. We are committed to building a team (rooted in family) and a workplace where we are all able to be successful based solely on our individual qualifications, experience, abilities and job performance.

Apply