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
A Wealth Advisor will establish new client relationships in addition to providing advisory services and support to current clients.
What To Expect
- Provide information/education to clients about the purpose and details of financial plans, services, and strategies.
- Source prospective client opportunities by capitalizing on networking and referrals
- 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 advisor team meetings, training, and continuing education requirements.
- Own the responsibility for all communication with the client base including phone calls, emails and meetings.
- Review investment products currently held in clients accounts 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.
- Attend firm client events.
What You Need
- Business development skills
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary orientation towards client service
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks and priorities simultaneously
Preferred Education and Experience
- 5 to 10 or more years of investment advisory experience
- Bachelor's degree or higher strongly preferred
- Active Series 65 or 66
- Clean U-4
- Certified Financial Planner (CFP®) preferred
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.
