What are the responsibilities and job description for the Wealth Planner position at Carson Group Holdings, LLC?
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
In this dynamic role, we will rely on you to provide wealth planning services for high-net worth clients. This will require you to focus on our clients’ needs in the areas of business planning, cash flow, tax planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with our clients and the Carson Wealth team members to prepare, present, implement, monitor and maintain wealth plans.
What To Expect
- Demonstrate the wealth planning value we provide to high-net worth clients
- Work with Carson Wealth Advisors to share information and content for our wealth planning client's background and objectives
- Input client information into web-based, planning software
- Develop a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wishes
- Provide Tax planning and consulting for clients
- Educate internal and external users on utilizing the wealth plan system
- Assist clients in preparing accounts for automatic, daily valuation updates
- Update wealth plans continuously to maintain reliable and current information
- Generate and deliver the wealth plan
- Create and modify presentations to highlight wealth plan data for client meetings
- Manage our clients' individual wealth planning website to maintain current information
- Communicate with Wealth Advisor on strategies that could be viable
- Provide weekly updates on the status of wealth planning projects
- Review and modify systems to enhance the wealth planning experience
- Continually look for ways to improve the wealth planning process
- Develop content that can be utilized during the business development, onboarding, and consulting stages
What You Need
- Bachelor's degree required
- CFP® certification a plus
- CPA designation a plus
- Strong technical skills in all aspects of tax planning
- Minimum of 5 years’ experience in the brokerage, insurance, or financial industry
- Microsoft Office Suite - Intermediate level
- Experience with financial planning software
- eMoney and Salesforce experience preferred
- Superior client service skills
- Excellent phone and personal communication skill
- Strong attention to detail and organizational skills
- Drive for professional growth
- Ability to handle high volume, fast paced environment
- Ability to work independently and as a team member
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.
