What are the responsibilities and job description for the Wealth Planner 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. 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 Carson Wealth clients. This will require you to focus on our clients’ needs in the areas of cash flow, education planning, tax planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with Advisors and clients to prepare, present, implement, monitor and maintain wealth plans.
What To Expect
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.
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 Carson Wealth clients. This will require you to focus on our clients’ needs in the areas of cash flow, education planning, tax planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with Advisors and clients to prepare, present, implement, monitor and maintain wealth plans.
What To Expect
- Demonstrate the wealth planning software to clients
- Work with Carson Wealth Advisors to gain an understanding of our wealth planning client's background and objectives
- Input client information into web-based, planning software
- Develop a close, long-term relationship with our wealth advisors and clients to understand their current circumstances and future needs or wishes
- Educate internal and external users on utilizing the wealth plan system
- Update wealth plans, as necessary, to maintain reliable and current information
- Generate and deliver the wealth plan
- Create and modify PowerPoint presentations to highlight wealth plan data for client meetings
- Continually look for ways to improve the wealth planning process
- Educate advisors and clients on new strategies, tax law changes, and regulatory requirements
- Strategize with advisors on client solutions and advice
- The ability to maintain strict confidentiality.
- Extreme attention to detail.
- 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 deadlines.
- Excellent phone and personal communication skill
- Drive for professional growth
- Ability to work independently and as a team member
- Bachelor's degree required
- Professional designations such as CFP®, CPA, or JD highly desirable.
- Minimum of 2 years’ experience in the brokerage, insurance, or financial industry
- Microsoft Office Suite - Intermediate level
- eMoney, MoneyGuide and Salesforce experience preferred
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.
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