1

Financial Concierge Jobs (NOW HIRING)

Understands the impact of department's operations on the overall property financial goals and ... Supervising Concierge Team Supervises all activities of concierge team. Utilizes interpersonal and ...

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 ...

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 ...

PT Concierge

North Versailles, PA · On-site

$14.50 - $18.75/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 ...

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 ...

W Insider Manager

Manhattan, NY · On-site

$35.10 - $45.19/hr

Supervising Concierge Team • Supervises all activities of concierge team. • Utilizes interpersonal and communication skills to lead, influence, and encourage others; advocates sound financial ...

Concierge

Edina, MN · On-site

$20 - $22/hr

As the concierge, you will be responsible for providing a high level of customer service. This team ... Appropriately maintain financial and other Company confidential information. StuartCo is an Equal ...

Concierge

Edina, MN · On-site

$20 - $22/hr

As the concierge, you will be responsible for providing a high level of customer service. This team ... Appropriately maintain financial and other Company confidential information. StuartCo is an Equal ...

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 ...

Concierge

Reno, NV · 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 ...

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 ...

Concierge Manager

Houston, TX · On-site

$80K - $110K/yr

Tax industry or financial operations experience * Startup and/or high-growth tech company experience * Experience building customer support or concierge functions from the ground up In compliance ...

It is a multi-faceted real estate organization, involved in the development, finance, construction ... Concierge - $22.3319 per hour - 40 hours per week Job Responsibilities * Candidate must maintain a ...

PT - Concierge

Atlanta, GA · On-site

$15.25 - $19.50/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 ...

Concierge

Manhattan, NY · On-site

$22.33/hr

It is a multi-faceted real estate organization, involved in the development, finance, construction ... Concierge - $22.3319 per hour - 40 hours per week Job Responsibilities * Candidate must maintain a ...

next page

Showing results 1-20

Financial Concierge information

See salary details

$11

$18

$25

How much do financial concierge jobs pay per hour?

As of Jul 14, 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 jobs make $1,000,000 a year?

Financial Concierge roles typically do not reach $1,000,000 annually; such high earnings are usually associated with top executives, successful entrepreneurs, hedge fund managers, or investment bankers. These positions often require extensive experience, advanced degrees, and a strong network, with compensation including base salary, bonuses, and profit sharing. Achieving this level of income generally involves leadership in high-stakes financial environments or owning profitable businesses.

How do concierges get paid?

Financial concierges typically earn a combination of salary and commissions or fees for specific services. Some may also receive bonuses based on performance or client satisfaction, and their compensation can vary depending on the employer and location.

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?

A financial concierge is a professional who provides personalized financial services, such as investment advice, banking assistance, and financial planning, often catering to high-net-worth individuals or clients with complex financial needs. They typically have strong knowledge of financial products, excellent customer service skills, and may hold certifications like CFP or CFA. The role involves managing client relationships and coordinating various financial services to meet individual goals.

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.

Is concierge a good career?

A career as a concierge involves providing personalized services to clients, often in hospitality or luxury settings. It requires strong communication, organization, and customer service skills, and can offer opportunities for advancement and networking within the industry.

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:
Concierge Manager

Concierge Manager

Marriott

Manhattan, NY • On-site

Full-time

Posted 3 days ago

New


Marriott International rating

6.4

Company rating: 6.4 out of 10

Based on 1,173 frontline employees who took The Breakroom Quiz

51st of 106 rated hotels


Job description

JOB SUMMARY

Responsible for the supervision of all aspects of Concierge functions in accordance with hotel standards. Maintains a concierge service and management philosophy that serves as a guide to respective staff. Responsible for developing and maintaining the acknowledgment and service of all guests visiting the location. Ensures all departments are aware of all guests' needs and information prior to arrival that will lead to a unique, memorable and personal stay.

CANDIDATE PROFILE

Education and Experience

High school diploma or GED; 3 years experience in the guest services, front desk, or related professional area.

OR

2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration or related major; 1 year experience in the guest services, front desk, or related professional area.

CORE WORK ACTIVITIES

Maintaining Concierge Goals

Supervises day-to-day operations, ensuring the quality, standards and meeting the expectations of the customers on a daily basis.

Assists in development of specific goals and plans to prioritize, organize, and accomplish work.

Keeps concierge team focused on the critical components of operations to drive guest satisfaction and the desired financial results.

Understands the impact of department's operations on the overall property financial goals and objectives and manages to achieve or exceed goals.

Establishes an effective database to be used by all team members for restaurant and local attractions.

Establishes relationships with local attractions, restaurants and other businesses to enhance guests' experiences.

Provides recommendations and arranges services for guests as requested (e.g., car rental, airline and train tickets, office services, beauty and barber services, baby sitting, repairs, shopping).

Maintains awareness of cultural differences needed to meet guest's specific needs and requirements.

Provides check-in and check-out services and handles reservations when needed.

Maintains knowledge of rooms and their locations, services and facilities of the hotel.

Confirms repeat and VIP guests are receiving appropriate service and verifies their requests are carried out.

Responds to emergency situations using appropriate procedures.

Maintains awareness of daily operations and events at the hotel.

Maintains knowledge of daily house-count, arrivals/departures, VIPs, scheduled in-house group names, background, activities, locations, and times as well as special requests/arrangements

Provides warm welcome and anticipation of guest needs throughout their stay.

Inspects grooming and attire of staff and makes recommendations for immediate rectification of any deficiencies.

Supervising Concierge Team

Supervises all activities of concierge team.

Utilizes interpersonal and communication skills to lead, influence, and encourage others; advocates sound financial/business decision making; demonstrates honesty/integrity; leads by example.

Takes part in building mutual trust, respect, and cooperation among team members.

Serving as a role model to demonstrate appropriate behaviors.

Supervises employees and all day-to-day operations. Understands employee duties well enough to perform them in employees' absence.

Maintains open, collaborative relationships with employees and encourages employees do the same within the team.

Verifies concierge team effectively handles guest requests and adheres to all hotel policies, procedures and standards while striving towards total guest satisfaction.

Supervises staffing levels to ensure that guest service, operational needs and financial objectives are met.

Verifies that regular on-going communication is happening with employees to create awareness of business objectives and communicate expectations, recognizes performance, and produces desired results.

Ensuring Exceptional Customer Service

Promotes an atmosphere where concierge team provides services that are above and beyond for customer satisfaction and retention.

Improves service by communicating and assisting individuals to understand guest needs, providing guidance, feedback, and individual coaching when needed.

Responds to and handles guest problems and complaints.

Sets a positive example for guest relations.

Empowers employees to provide excellent customer service.

Observes service behaviors of employees and provides feedback to individuals.

Interacts with guests to obtain feedback on quality of product, service levels and overall satisfaction.

Verifies employees understand customer service expectations and parameters.

Supporting Human Resource Activities

Supports the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Solicits employee feedback, utilizes an "open door" policy and reviews employee satisfaction results to identify and address employee problems or concerns.

Brings issues concerning employee satisfaction to the attention of the department manager and Human Resources.

Assists as needed in the interviewing and hiring of employee team members with the appropriate skills.

Supports a departmental orientation program for employees to receive the appropriate new hire training to successfully perform their job.

Participates in employee progressive discipline procedures.

Additional Responsibilities

Provides information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Analyzes information and evaluates results to choose the best solution and solve problems.

Informs and/or updates the executives, the peers and the subordinates on relevant information in a timely manner.

Participates in departmental meetings and continually communicates a clear and consistent message regarding the front of house goals to produce desired results.

At Marriott International, we are dedicated to being an equal opportunity employer, welcoming all and providing access to opportunity. We actively foster an environment where the unique backgrounds of our associates are valued and celebrated.Our greatest strength lies in the rich blend of culture, talent, and experiences of our associates. We are committed to non-discrimination on any protected basis, including disability, veteran status, or other basis protected by applicable law.

W Hotels' mission is to Ignite Curiosity, Expand Worlds. We are a place to experience life. We're here to open doors and open minds. We are constantly inspired by new faces and new experiences. A tuned-in, up-for-anything spirit is at our core and has made us renowned for reinventing the norms of luxury around the globe. Whatever/Whenever is our culture and service philosophy that brings our guests' passions to life. If you are original, innovative, and always looking towards the future of what's possible, welcome to W Hotels. In joining W Hotels, you join a portfolio of brands with Marriott International. Be where you can do your best work, beginyour purpose,belongto an amazing globalteam, andbecomethe best version of you.

Employment Type: FULL_TIME

What Marriott International employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom