Senior Conciege Associate

Concierge Associate

Aston Carter is partnered with a growing wealth management company who is looking to hire a few Concierge Associates to their team. They require a Series 7 and 65 (or 66) and are looking for someone with relative wealth management experience. The company offers competitive pay, 10% bonus opportunity, 4% 401k match, 100% employer paid premiums for medical, dental and vision insurance, growth potential and more. There would be future growth opportunities into a Relationship Manager, Lead Advisor, Sr. Advisor, and Sr. Manager.

The Concierge Associate plays a pivotal role in cultivating prospective client relationships and ensuring a seamless, high-quality onboarding experience. This high-level position emphasizes deeper client engagement, enhanced financial plan preparation, and strategic collaboration with advisors. Serving as a trusted first point of contact, the Concierge Specialist sets the tone for long-term client relationships and contributes to the firm's growth initiatives.

Responsibilities:

• Engage prospective clients through personalized outreach, focusing on quality interactions.
• Present the firm's philosophy, investment approach, and solutions in a consultative, client-centric manner.
• Conduct deeper discovery with prospects to gather detailed financial data and insights for robust financial plans.
• Coordinate and prepare prospects for a seamless transition to their advisory team, ensuring readiness of all necessary information and materials.
• Collaborate closely with advisors and business development staff to refine prospecting strategies and improve conversion outcomes.
• Support high-value or complex prospect engagements, providing an elevated experience.
• Maintain meticulous records in CRM systems to support long-term client relationship management.

Essential Skills:

• 4+ years of experience in client services, sales, or financial services roles.
• Active FINRA Series 7 and Series 65 licenses.
• Proficient in CRM systems.
• Strong customer service and sales skills.

Additional Skills & Qualifications:

• Bachelor's degree in business administration, finance, or a related field.
• Experience in financial services is highly beneficial

Pay and Benefits:

The pay range for this position is $60000.00 - $65000.00/yr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type:

This is a fully onsite position in Lenexa, KS.

Application Deadline:

This position is anticipated to close on Oct 30, 2025.