What are the responsibilities and job description for the Wealth Advisor position at Carson Group?
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. Its 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
Are you a Financial Advisor ready to accelerate your growth and impact? Join Carson Wealth, where we offer a unique ecosystem designed to supercharge your growth. ?
With a national footprint of 23 locations and over $17 billion in assets under management, Carson Wealth empowers you to focus on what truly matterstransforming lives of your clientswhile we handle all the back-end challenges. You don't have to do ops, you don't have to do trades, you just get to focus on building your book of business. ?
Become part of a dynamic team that values your passion and expertise. Elevate your career with Carson Wealth. We're the growth accelerator for advisors that will get you assets and help you build a long-term career. Join our team.
What To Expect
- Provide information/education to clients about the purpose and details of financial products, services, and strategies.
- Source prospective client opportunities by capitalizing on networking and referrals
- Promote established investment models and strategies that are suitable for our targeted clients
- Servicing client needs and requirements as determined through client interaction
- Promote the firms wealth enhancement and planning services
- Adhere to all company and industry supervisory guidelines and policies
- Participate in daily morning advisor meetings, training, and continuing education requirements.
- Provide positive and professional service to the client base assigned.
- Handle all communication with the client base including phone calls, emails and meetings.
- Review investment products currently held in clients accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives.
- Maintain all continuing education requirements of a wealth advisor plus required training elements.
- Build and maintain a relationship with the client base with main focus on service and operations and minor focus on acquiring new clients.
- Attend firm client events.
What You Need
- An established book of business that includes clients and accounts to be transferred
- A proven track record of managing and growing client relationships
- Business development skills
- 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 simultaneously
- Active Series 7 license
- Active Series 65 or 66
- Life, Health and LTC Licenses
- Clean U-4 and U-5 history
Preferred Education and Experience
- 5 to 10 or more years of investment advisory experience
- Bachelor's degree or higher strongly preferred
- Certified Financial Planner (CFP) preferred
- Certified Financial Analyst (CFA) desirable
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.
