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

Master, buy-in, and be able to discuss Carson Wealth-The Shobe Financial Group’s core values and client-first philosophy. Also master and be prepared to discuss CW-TSFG’s philosophy for planning and investment services. Recognize and take ownership to care for our clients. Provide all documentation – the financial plan documents and reports - and be able to clearly communicate – with the ultimate goal of enhancing our clients’ lives. Follow through on all actions to be done for clients. Advance your knowledge by being involved and chairing one of our committees or initiatives. Always seek opportunities to build our business through referrals, networking, and building relationships.

What To Expect

• Manage the complete client experience with CW-SFG for an assigned group of clients. This will include initial plan or review preparation and presentation, and implementation following.
• Update plans, as necessary, to maintain reliable and current information.
• Make recommendations for investment allocations and/or rebalancing based on client risk tolerance including specific investments from CW-TSFG approved investment list.
• Identify topics for review meetings and plan agenda.
• Be able to communicate with clients and address most administrative issues and oversee all follow-up.
• Strategize with advisors on client solutions and advice.
• Know CW-SFG philosophy for planning and investment services and how they are delivered.
• Be able to perform data collection and use the client onboarding process including risk tolerance questionnaire.
• Know how to input and update reports and software (E-Money/Salesforce/Excel/ Other) to provide client services.
• Be proficient in scheduling meetings with clients including collection of data in advance.
• Chair or co-chair one of company committees.
• Collaborate and mentor other staff, assist in training of more junior staff.
• Assist in business development area. Market and capture new clients through referrals or other means.

What You Need

• Investment Licensed - Series 65 and/ or 7; life & health insurance licensed
• College degree – preferably in finance, financial planning, economics, or accounting
• Minimum of 2 years’ experience as an advisor or planner
• Certified financial planner (CFP) designation is ideal
• Ability to manage the complete client experience
• Work ethically and with integrity, including maintaining client and firm confidentiality
• Professional, service-oriented demeanor with pleasant, business-appropriate communications
• Detail oriented to ensure the accuracy of reports, correspondence, and databases
• Uphold a professional image

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.