Aston Carter is partnered with a growing wealth management company who is looking to hire a few Conciege Associates to their team. 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. 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 Lead-level position emphasizes deeper client engagement, enhanced financial plan preparation, and strategic collaboration with advisors. Serving as a trusted first point of contact, the Lead Concierge Specialist sets the tone for long-term client relationships and contributes to the firm's growth initiatives.
Responsibilities

+ Engage prospect...