Concierge at United Capital Financial Partners
Dallas, TX, US / Fort Worth, TX, US
We’re wealth management reimagined – and we don’t just say that, it’s in our DNA. We believe people have the right to live the life they want to lead and we have the know-how to help them answer the most important financial question, “Am I ok?”. As one of the top RIA’s in the country, we work day-in and day-out to provide our clients with top notch service and this position will help us do just that. We’re here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful tools and processes to uncover the “why” behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals — not just your financial goals. Our new team member would need to understand this philosophy and be able to convey that to our clients and prospects.

We are looking for an enthusiastic individual to join our new concierge program. As an United Capital Concierge, you will act as a liaison between clients and financial advisors. To excel in this position, you will need to be comfortable on the phone, a natural ‘talker’, and have demonstrated sales skills. This position is sales based with a mix of relationship management duties.

Required Skills and Competencies:

Bachelor’s Degree, (or equivalent education and/or related training) preferably with concentrations in personal financial planning, business, or related field

Strong interpersonal, sales and relationship management skills

Self-starter, action-oriented, quick learner and able to multitask

Preferred Skills:

Practical knowledge of financial planning

Salesforce experience (not required for consideration)

Excellent grammar, spelling and email etiquette

Strong execution, coordination skills and follow-up, with a strong attention to detail

Ability to focus/manage multiple priorities while maintaining a positive attitude

Must possess a polished, professional demeanor