Wealth Management Concierge

Wealth Management Concierge
Advanced Wealth Management Group
Edina, MN (On-site)

Are you a warm, organized, and detail-oriented professional who loves delivering exceptional client experiences? Do you thrive in a fast-paced environment where no two days are the same? Advanced Wealth Management Group is seeking a Wealth Management Concierge to join our team in our beautiful office and help provide white-glove service to our high-net-worth clients.

About Advanced Wealth Management Group
Located at 7701 France Avenue South, Suite 120 in Edina, MN, we are a forward-thinking, client-focused financial planning firm dedicated to helping individuals and families manage, preserve, and optimize their wealth. Our team delivers personalized guidance with a unique standard of care, and we’re growing! We’re looking for someone who shares our passion for exceptional service and building long-term client relationships.

Role Overview
As our Wealth Management Concierge, you will be the welcoming face and helpful hands of our firm. You’ll ensure our clients feel valued from the moment they walk through the door (or join a virtual meeting) by handling the important behind-the-scenes details that allow our advisors to focus on high-level planning and strategy. This is a client-facing administrative role with opportunities to grow within a supportive team.

Key Responsibilities

• Client Scheduling & Coordination: Manage calendars for advisors and schedule client meetings (in-person, phone, or virtual) efficiently and professionally.
• Client Greetings & Hospitality: Greet clients warmly when they arrive at our office, offer refreshments, and ensure they have a positive, seamless experience.
• Light Processing & Administrative Support:
• Process client requests such as withdrawals, deposits, and account transfers.
• Prepare and send client statements, reports, and other documentation.
• Assist with account maintenance, document organization, and basic financial administrative tasks.
• General Office Support: Answer phones, manage correspondence, maintain client files, and help with special projects as needed.
• Deliver consistent, high-touch service that reflects our firm’s commitment to excellence.

What We’re Looking For

• Experience: 1–3 years in a client service, administrative, or concierge role (experience in financial services, wealth management, banking, or professional services is a strong plus).
• Skills:
• Exceptional interpersonal and communication skills — you’re friendly, polished, and professional.
• Strong organizational abilities with keen attention to detail.
• Proficiency in Microsoft Office (Outlook, Word, Excel) and comfort learning financial software/systems.
• Ability to handle multiple priorities and maintain confidentiality.
• Personal Qualities: Positive attitude, reliability, proactive problem-solver, and genuine desire to help others. A team player who enjoys being the “glue” that keeps things running smoothly.
• Education: High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• Other: Must be able to pass a background check. Series 7 or other securities licenses are not required for this role.

What We Offer

• Competitive salary based on experience
• Comprehensive benefits package (health, dental, vision, 401(k), etc.)
• Professional development opportunities
• Supportive, collaborative team environment

If you’re ready to be the heart of our client experience and grow with a respected local wealth management firm, we’d love to hear from you!