Aston Carter
Job Overview
Aston Carter, partnered with a growing wealth management company, is hiring Senior Concierge Associates. Candidates must hold an active FINRA Series 7 and Series 65 (or 66) license and have relative wealth‑management experience. The role focuses on cultivating prospective client relationships, ensuring a high‑quality onboarding experience, and collaborating closely with advisors.
Pay & Benefits Base pay: $60,000 – $65,000 per year. 10% bonus opportunity. 4% 401(k) match. 100% employer‑paid medical, dental, and vision insurance.
Medical, dental & vision coverage
Critical illness, accident, and hospital coverage
401(k) retirement plan – pre‑tax and Roth post‑tax contributions available
Life insurance (voluntary life & AD&D for employee and dependents)
Short‑ and long‑term disability coverage
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Paid time off (PTO, vacation, sick leave)
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 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.
Proficiency with 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.
Workplace Type Fully onsite in Lenexa, KS.
Application Deadline Position anticipated to close on October 28, 2025.
About Aston Carter Aston Carter provides world‑class corporate talent solutions to thousands of clients across the globe. Specializing in accounting, finance, human resources, and related fields, we extend our expertise and expansive network to meet evolving client needs.
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, please email astoncarteraccommodation@astoncarter.com.
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Pay & Benefits Base pay: $60,000 – $65,000 per year. 10% bonus opportunity. 4% 401(k) match. 100% employer‑paid medical, dental, and vision insurance.
Medical, dental & vision coverage
Critical illness, accident, and hospital coverage
401(k) retirement plan – pre‑tax and Roth post‑tax contributions available
Life insurance (voluntary life & AD&D for employee and dependents)
Short‑ and long‑term disability coverage
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Paid time off (PTO, vacation, sick leave)
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 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.
Proficiency with 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.
Workplace Type Fully onsite in Lenexa, KS.
Application Deadline Position anticipated to close on October 28, 2025.
About Aston Carter Aston Carter provides world‑class corporate talent solutions to thousands of clients across the globe. Specializing in accounting, finance, human resources, and related fields, we extend our expertise and expansive network to meet evolving client needs.
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, please email astoncarteraccommodation@astoncarter.com.
#J-18808-Ljbffr