Must be IN OFFICE 3-4 days a week at the following locations: Denver, CO 80202   Westlake, TX 76262  Chicago, IL 60606




MUST ALREADY HAVE A SERIES 7 – CONCIERGE SOLUTIONS MANAGER

Status: Open
Job Type: Temporary
Pay Rate: $75.00–$90.00 per hour
Experience Level: 3–5 Years

ABOUT THE ROLE

We’re seeking a Concierge Solutions Manager to help build and deliver a new, high-touch financial service experience for clients with $1M+ in assets. This is a relationship management and process excellence position — not a sales role. You’ll act as a trusted partner, helping clients navigate complex financial topics like tax services and estate planning, while coordinating with third-party professionals.

Your mission is to provide white-glove financial care, ensuring every interaction is personalized, seamless, and professional.

WHAT YOU’LL DO

Serve as the main point of contact for clients’ tax and estate planning support.

Conduct detailed discovery sessions to understand client goals and values.

Manage and refine processes to enhance the client experience.

Educate clients on financial concepts while maintaining a neutral, non-advisory stance.

Collaborate with tax, legal, and estate professionals as needed.

Deliver a premium, concierge-style experience across all client touchpoints.

Work cross-functionally to ensure compliance and operational excellence.

WHAT YOU BRING

Active CFP® certification (required)

FINRA Series 7 and 63/65 or 66 (required)

4+ years in high-touch client relationship roles (UHNW or family office experience preferred)

Strong knowledge of estate, tax, charitable, and retirement planning

High emotional intelligence and excellent communication skills

Experience in private banking, RIAs, or trust companies

Tech-savvy and comfortable in fast-paced, innovative environments

Background in policy creation or operational strategy a plus

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.