You haven't searched anything yet.
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
A Financial Service Associate is a critical component in helping our company provide services to clients. This may occur through direct communications with clients or in assisting a Lead Planner in the preparation and delivery of services. An associate must be knowledgeable about a client’s situation and how our services, strategies, and the fit of different financial instruments help a client; and he must be able to explain to a prospect or client how all fits together.
An Associate must also be comfortable in communicating with clients for the capture of information, scheduling of appointments, follow-up from meetings, and have a desire to actively participate in the management of client affairs.
In addition, he should be aware of situations when we might be able to help another prospect. Then he must learn how to comfortably introduce himself and our company’s skillset to form a new relationship.
Aggressively pursuing this job performance will result in additional compensation and advancement within the business.
What to Expect
What You Need
Preferred Education and Experience
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.
Full Time
Business Services
$59k-77k (estimate)
05/24/2024
07/23/2024
carsonwealth.com
WEST DES MOINES, IA
25 - 50
1984
<$5M
Business Services
The job skills required for Financial Services Associate include Financial Services, Communication Skills, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Associate positions, which can be used as a reference in future career path planning. As a Financial Services Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Associate. You can explore the career advancement for a Financial Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Associate job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
02/13/2022: Rock Island, IL
They also record financial transactions, update statements, and check financial records for accuracy.
04/11/2022: Las Vegas, NV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Associate jobs
Those who aspire to become financial services associates at some point should also consider starting as a client service associate.
02/23/2022: Trenton, NJ
Complete a Financial Adviser Standards and Ethics Authority (FASEA) approved Bachelor degree or equivalent.
01/22/2022: Troy, NY
Step 3: View the best colleges and universities for Financial Services Associate.