What are the responsibilities and job description for the Financial Professional, Brokerage Solutions Group position at Carson Group Holdings, LLC?
Job Description
Job Description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Financial Professional is a trusted financial advisor advocate for Carson Group clients. As a key support resource for Carson Group’s advisors and their brokerage clients, you will work closely with both to provide full operational support for client’s brokerage assets. As the main liaison, you will work to meet client needs through case management, communication, and coordination with third parties.
What To Expect
- Serve as the primary point of contact for advisors and clients, addressing investment and financial needs via phone, email, and cases.
- Review and understand clients' current investment products and strategies, providing education and guidance as needed.
- Assist with onboarding new clients and offices, including processing paperwork.
- Maintain communication with partner advisors and clients to ensure smooth service.
- Adhere to company and industry guidelines and policies, exhibit professionalism, and foster positive working relationships.
- Participate in required training and meetings and attend client events as needed.
What You Need
Preferred Education and Experience
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include :
Salary : $60,000 - $76,850
