What are the responsibilities and job description for the Associate Wealth Advisor position at Carson Wealth?
Associate Wealth Advisor Job Description / Posting
Carson Wealth, a growing wealth management firm, is seeking an Associate Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Carson Wealthis to Simplify Our Clients’ Financial Lives. The Associate Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you!
Description
The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s small to mid-size clients, the Associate Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Carson Wealth
Responsibilities & Activities
- Develops new client relationships.
- Sources prospective client opportunities by capitalizing on networking and referrals.
- Follows up on firm-generated leads.
- Services and delivers financial planning to client base.
- Assists in research.
- Assists in developing client presentations.
- Services client needs and requirements as determined through client interaction.
- Proactively communicates with clients.
- Promotes the firm’s wealth enhancement and planning services.
- Promotes established investment models and strategies that are suitable for our targeted clients.
- Adheres to all company and industry supervisory guidelines and policies.
- Participates in required meetings, training, and continuing education requirements.
- Assists the Firm’s Principal Wealth Advisor as requested.
- Performs other duties as assigned.
Industry Experience Preferred
- Preferred two to three years of financial planning and/or investment advisory experience.
- Active Series 7 and 63 licenses.
- Active Series 65 or 66.
- Life, Health, and LTC Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) preferred.
Knowledge, Skills, & Abilities:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Excellent relationship management skills.
- Superior business development skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for clients.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- Proficiency with Microsoft Office Suite.
- Bachelor's degree or higher strongly preferred.
- Attendance is an essential function.
- Salary is commensurate with experience.
We also offer a great working environment in a professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
For more information about our company, please visit our website www.carsonwealth.com
Job Type: Full-time
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $45,000 - $75,000
