Associate Wealth Advisor

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

An Associate Wealth Advisor serves as an essential support team member to the Lead Advisors at our Carson Wealth office. Under the supervision of the Lead Advisors, this individual will participate in client meetings and observe client interactions. This individual will also provide technical support and execute client follow-up activities along with retirement planning. The Associate Wealth Advisor has a strong desire to develop technical and social skills to support client relationships and learn and expand their business development skill set.

What To Expect

• Second chair to Lead Advisors in client meetings, gathering client data, and executing advisor follow-up items.
• Eventually running the entire client meeting for the Lead Advisor.
• Serves as an integral part of the relationship team.
• Service current client base and find opportunities.
• Develop effective communication skills with clients, centers of influence, industry contacts and team members.
• Learn and develop modeling data skills in various software programs: eMoney, YCharts, Holistiplan, and Salesforce.
• Prioritizes ongoing client relationship management including regular client contact, communications, and meetings.
• Understand operational procedures and can service client requests.
• Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary.
• Builds loyal client advocates and produces new clients through those relationships.
• Publicly represents the firm’s strategic brand and team service concept.
• Maintains familiarity with industry and economic trends and applies knowledge to client service and relationships.
• Commits to ongoing growth of skill sets and competencies needed to serve client, firm, and individual success.
• Maintain all continuing education requirements of a wealth advisor plus required training elements.
• Other duties and special projects, assigned.

What You Need

• Computer literacy and aptitude for learning new programs and processes
• Knowledge of Office Suite (Word, Excel, PowerPoint, Teams)
• Knowledge of Financial Industry programs (Salesforce, eMoney, etc.)
• Excellent interpersonal & communication skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to handle multiple tasks and priorities with precision
• Self-motivation and a desire for growth
• Ability to take direction and a desire to support all team members

Preferred Education and Experience

• 1-3 years of investment advisor experience
• Bachelor’s Degree or equivalent investment advisory experience
• Active 66 or 63 or an active 65 license or ability to pass within 6 months of hire
• State Insurance License or ability to obtain within one year of hire
• Desire to obtain CFP® or ChFC® Certification
• Clean U-4 and U-5 history

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:

• Starting annual base salary between $65,000 - $87,296
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.