Associate Wealth Advisor

Job details Description 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 An Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to current clients. What To Expect Service current client base and find opportunities. Provide information/education to clients about the purpose and details of financial products, services, and strategies. Source prospective client opportunities by capitalizing on networking and referrals as well as firm generated leads Promote established investment models and strategies that are suitable for our targeted clients Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary. Promote the firm’s wealth enhancement planning and trust services Adhere to all company and industry supervisory guidelines and policies Participate in daily morning advisor meetings, training, and continuing education requirements. Provide positive and professional service to the assigned client base. Handle all communication with the client base including phone calls, emails and meetings. Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives. Maintain all continuing education requirements of a wealth advisor plus required training elements. Attend firm client events. Gather and prepare data for client reviews. Develop a close, long-term relationship with clients to understand their current circumstances and future needs or wishes. What You Need Business development skills Excellent interpersonal & communication skills 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 priorities simultaneously Preferred Education and Experience 1 to 3 years of investment advisory experience Bachelor's degree or equivalent experience Active 66 or 63 or an active 65 license or ability to pass within 6 months of hire Life, Health and LTC Licenses or desire to achieve necessary licenses Clean U-4 and U-5 history Willingness to achieve 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. The total rewards expected for this role include: Starting annual base salary between $65,000 - $81,250. Variable compensation potential (Bonus and/or commissions) 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 Programs. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.