Finance Intern

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

Support wealth advisors and planners by preparing client review materials, drafting paperwork, and ensuring client accounts are accurately established and maintained. Deliver timely, professional client service and responsive communication. Analyze financial planning data to support recommendations under advisor direction. Coordinate with operations to complete follow‑ups and resolve issues. Participate in meetings, trainings, and client events as needed.

What To Expect

• Client Service & Communication: Provide positive and professional service to assigned clients. Respond to client communications promptly and route complex questions to the appropriate advisor or team member. Maintain confidentiality and a client‑first mindset.
• Planning Support & Analysis: Assist in developing annual client review materials. Gather and organize planning inputs and documents. Analyze basic to moderately complex financial planning scenarios under advisor supervision and summarize findings.
• Operations & Documentation: Prepare new account and maintenance paperwork accurately. Track status of forms, signatures, and transfers. Ensure client records and account details are complete, current, and compliant.
• Collaboration & Workflow: Interact with the operations team to coordinate planning tasks and follow‑ups. Participate in daily advisor huddles and team meetings to align on priorities and next steps.
• Meetings & Events: Attend client meetings and firm events as needed. Capture notes and action items and assist with post‑meeting follow‑up.
• Continuous Learning: Complete required trainings and continuing education activities. Seek opportunities to expand knowledge of financial planning tools and processes.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
  
  

What You Need

• Proficiency in Microsoft Word, Excel, Access, and Outlook required.
• Excellent verbal and written communication skills required.
• Strong organizational and time management skills required.
• Strong attention to detail required.
• Positive attitude and commitment to extraordinary client service required.
• Ability to work in an office-based environment with occasional attendance at client meetings and firm events required.
• Minimal travel required.
• Experience working in a professional office environment preferred.
  
  

Preferred Education And Experience

• Bachelor’s degree in Business, Accounting, or related field in progress or anticipated preferred.
• Knowledge of financial advisor office tools such as Orion and Salesforce preferred.
  
  

EEO Statement

In exchange for your expertise, we offer an hourly wage 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 a starting hourly wage between $16/hour-$20/hour.