Senior Concierge Associate

Aston Carter is partnered with a growing wealth management company who is looking to hire a few Conciege 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. Ther would be future growth opportunities into a Relationship Manager, Lead Advisor, Sr. Advisor, and Sr. Manager. Please apply if interested in hearing more

Job Description

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 $ $ /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 Kansas City,MO.

Application Deadline

This position is anticipated to close on Nov 11, 2025.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.