What are the responsibilities and job description for the Wealth Advisor position at Carson Group?
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
A Wealth Advisor will establish new client relationships in addition to providing advisory services and support to current clients.
Advisor will receive an existing book of business in the Portland surrounding area of X Households ($200M of AUM) and be responsible for maintaining existing client relationships, as well as fostering new business in the Portland and greater Oregon areas.
What To Expect
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
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
A Wealth Advisor will establish new client relationships in addition to providing advisory services and support to current clients.
Advisor will receive an existing book of business in the Portland surrounding area of X Households ($200M of AUM) and be responsible for maintaining existing client relationships, as well as fostering new business in the Portland and greater Oregon areas.
What To Expect
- Provide information/education to clients about the purpose and details of financial plans, services, and strategies.
- Source prospective client opportunities by capitalizing on networking and referrals
- Servicing client needs and requirements as determined through client interaction
- Promote the firm’s wealth enhancement and planning services
- Adhere to all company and industry supervisory guidelines and policies
- Participate advisor team meetings, training, and continuing education requirements.
- Own the responsibility for all communication with the client base including phone calls, emails and meetings.
- Review investment products currently held in clients’ accounts 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.
- Business development skills
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary orientation towards client service
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks and priorities simultaneously
- Values a client-centric approach
- Possess knowledge on NNA/New Business Metrics
- Great communicator and proactive in relationships with clients.
- 5-10 years of investment advisory experience
- Bachelor's degree or higher strongly preferred
- Active Series 65 or 66
- Clean U-4
- Certified Financial Planner™ (CFP®) preferred
- Proficiency in Emoney/ Moneyguide Pro
- Proficiency in Salesforce
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
- The base pay for this position across all US geographic markets ranges from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
- 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.
Salary : $60,000 - $125,000