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Financial Concierge Jobs (NOW HIRING)

The Magnolia at Oxford Commons

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 ...

Wynn Resorts

Chief Concierge

Everett, MA · On-site

$74K - $80K/yr

This position will be fully accountable for the financial performance, daily operation, guest satisfaction, and team member satisfaction for the concierge department. JOB RESPONSIBILITIES: * Ensures ...

Encore Boston Harbor

Chief Concierge

Everett, MA

This position will be fully accountable for the financial performance, daily operation, guest satisfaction, and team member satisfaction for the concierge department. JOB RESPONSIBILITIES: * Ensures ...

Vanguard Group

Concierge Team Leader

Malvern, PA · On-site

$15.25 - $19.75/hr

Do you want to lead a team helping participants reach their financial goals by providing advice and ... These concierge teams are unique as they deliver multiple offers through various channels. For ...

Vanguard Group, Inc.

Concierge Team Leader

Malvern, PA · On-site

$15.25 - $19.75/hr

Do you want to lead a team helping participants reach their financial goals by providing advice and ... These concierge teams are unique as they deliver multiple offers through various channels. For ...

Wynn Resorts

Chief Concierge

Everett, MA · On-site

$74K - $80K/yr

This position will be fully accountable for the financial performance, daily operation, guest satisfaction, and team member satisfaction for the concierge department. JOB RESPONSIBILITIES: * Ensures ...

Vangard, Inc.

Concierge Team Leader

Malvern, PA

$15.25 - $19.75/hr

Do you want to lead a team helping participants reach their financial goals by providing advice and ... These concierge teams are unique as they deliver multiple offers through various channels. For ...

Vangard, Inc.

Concierge Team Leader

Scottsdale, AZ

$15.50 - $20.25/hr

Do you want to lead a team helping participants reach their financial goals by providing advice and ... These concierge teams are unique as they deliver multiple offers through various channels. For ...

Vangard, Inc.

Concierge Team Leader

Charlotte, NC

$15.25 - $19.50/hr

Do you want to lead a team helping participants reach their financial goals by providing advice and ... These concierge teams are unique as they deliver multiple offers through various channels. For ...

The Seasons of Reno

Concierge

Reno, NV

$15 - $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 ...

Acacia Springs

PT Concierge - PRN

Las Vegas, NV · On-site

$17.50/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 ...

Grace Management, Inc.

PT Concierge - PRN

Las Vegas, NV · On-site

$17.50/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 ...

April Tax Solutions Inc

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 ...

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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.

PT Concierge

The Magnolia at Oxford Commons

Oxford, MS • On-site

$15/hr

Part-time

Medical, Dental, Life, Retirement, PTO

Posted 13 days ago

Job description

Pay $15.00/hour
At The Magnolia at Oxford Commons, we are dedicated to enriching the lives of our residents through compassionate care and unwavering support. We are seeking individuals who share our commitment to creating exceptional living experiences and who are eager to contribute to a supportive, family-like atmosphere. When you join The Magnolia at Oxford Commons, you become an integral part of a team that values making a positive difference every single day. If you are driven by empathy and excellence, we invite you to bring your talents to our welcoming community.
Full-time benefits include:
  • PTO (Paid Time Off) and Holiday Pay: Take advantage of paid time off to maintain a healthy work-life balance.
  • Daily pay: Get paid daily, providing you with financial flexibility and control over your earnings.
  • Health/Dental Insurance
  • 401K with employer match: Plan for your financial future with our 401k program.
  • Life Insurance: Company paid life insurance
  • Short and long-term disability: 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 support
  • Employee Assistance Program: Connecting our employees with resources for handling personal challenges

Summary of Duties of the Concierge
The Concierge Specialist provides clerical support; organize and maintain resident, personnel, marketing, maintenance, and resource files. The Concierge answers telephones, greets guests, and responds to residents' requests and assist in coordination of services to residents. The Concierge assists in providing services to residents, families, and guests.
Essential Functions of the Concierge
  • Answer incoming telephone calls promptly, taking complete and accurate messages, routing calls including locating residents when necessary.
  • Receive visitors, having them sign registers, and routing them as appropriate.
  • Provide information and assistance to residents coming and going, activities, and signing out when they leave the community.
  • Assist the Wellness Director as needed with resident's doctors' appointments, including scheduling appointments, recording all appointments, notifying the driver of the scheduled appointment(s), and seeing that the resident gets there on time.
  • Maintain resident mailboxes, including an up-to-date listing, assignment for new residents, names on boxes and returning mail to post office for move-outs; Receive and distribute mail as needed.
  • Maintain the professional and organized appearance of the lobby and reception area, including making certain any adjacent equipment, workroom, and supply closets are neat and locked.
  • Provide administrative support including typing, filing, preparation of reports, copying, scheduling appointment, and calling vendors, as requested by supervisor.
  • Schedule work orders received from the residents and coordinate with Maintenance/Housekeeping.
  • Assist with recruitment activities by placing ads, screening applicants, check references, scheduling physicals, and scheduling interview appointments, as requested by supervisor.
  • Maintain inventories of supplies; Assist in ordering supplies approved by the supervisor.
  • Resolve immediately or report to supervisor any unsafe conditions including building hazards, unsafe work practices, or threats to resident safety.
  • Performs other related duties as assigned by supervisor.

Non-Essential Functions of the Concierge
  • Supports and participates in the resident centered activity programs.
  • Participates in projects or committees as assigned.
  • Attends all associate meetings including in-service education and associate functions, as requested by supervisor.
  • Assists in a variety of tasks involving residents as assigned.

Knowledge, Skills, Abilities, and Experience
  • High School Diploma or GED at a minimum.
  • Experience in general office procedures, computers; Windows, Word, Excel, Office, Outlook, Internet-based programs, Emailing, Scanning, and general office equipment.
  • Physical requirements include the ability to communicate by speaking, seeing, and hearing sufficient to serve the residents.
  • Professional and neat appearance and presentation, adherence to the dress code, and good personal hygiene are expected.
  • One year of office or hospitality experience preferred.
  • Good grammatical and writing skills, proficient with email process and etiquette.
  • Ability to read, write, and speak English.
  • Must have excellent customer service and interpersonal skills to work with various levels of people, associates, and residents.
  • Be free of communicable disease.
  • Completion of drug testing and criminal record background check upon hire and upon request of supervisor.
  • Physical requirements include bending, standing, lifting, stooping, sitting, walking, stretching, and ability to lift/carry up to 40 pounds.
  • Adhere to and carry out all policies and procedures.
  • Maintain confidentiality of verbal and written information pertaining to residents, facility operations, and personnel.

There is no greater way to elevate your career than by contributing your passion and skill to a senior living community. Grace Management, Inc. is committed to helping nurture a sense of belonging by helping you grow professionally. The quality of our communities is determined by the quality of our employees.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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