Position Summary:
This role is a Concierge Solutions Manager supporting high-net-worth clients. You’ll act as a trusted partner, helping clients navigate complex financial situations and connecting them to our third-party tax, estate, and planning services. The role requires a warm, consultative approach, strong relationship-building skills, and the ability to guide clients through a highly personalized experience.

Key Requirements:

CFP® certification + Series 7

3–4 years of experience in high-touch client service / wealth management

Familiarity with Salesforce; estate planning or tax software a plus

Strong consultative and relationship-building skills

Employment Details:

6-month contract, in-office 3–4 days/week

Locations: Denver, CO | Westlake, TX 76262 | Chicago, IL 60606



Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.