Wealth Planner

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 Wan

tIn 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 Expe

• ctDemonstrate the wealth planning value we provide to high-net worth clien
• tsWork with Carson Wealth Advisors to share information and content for our wealth planning client's background and objectiv
• esInput client information into web-based, planning softwa
• reDevelop a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wish
• esProvide Tax planning and consulting for clien
• tsEducate internal and external users on utilizing the wealth plan syst
• emAssist clients in preparing accounts for automatic, daily valuation updat
• esUpdate wealth plans continuously to maintain reliable and current informati
• onGenerate and deliver the wealth pl
• anCreate and modify presentations to highlight wealth plan data for client meetin
• gsManage our clients' individual wealth planning website to maintain current informati
• onCommunicate with Wealth Advisor on strategies that could be viab
• leProvide weekly updates on the status of wealth planning projec
• tsReview and modify systems to enhance the wealth planning experien
• ceContinually look for ways to improve the wealth planning proce
• ssDevelop content that can be utilized during the business development, onboarding, and consulting stag

es
What You N

• eedBachelor's degree requi
• redCFP® certification a p
• lusCPA designation a p
• lusStrong technical skills in all aspects of tax plann
• ingMinimum of 5 years’ experience in the brokerage, insurance, or financial indus
• tryMicrosoft Office Suite - Intermediate le
• velExperience with financial planning softw
• areeMoney and Salesforce experience prefer
• redSuperior client service ski
• llsExcellent phone and personal communication sk
• illStrong attention to detail and organizational ski
• llsDrive for professional gro
• wthAbility to handle high volume, fast paced environm
• entAbility to work independently and as a team mem

ber
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 workpl

ace.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 inc

• lude:Starting annual base salary between $76,100 - $105
• ,550.Variable compensation potential (Bonus and/or commiss
• ions)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 Prog