Associate Wealth Advisor — Client-First Growth

Carson Group; Johnson City (TN); On-site; USD 65,000 - 81,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Dental, Vision, HSAs/FSAs

Paid time off

Job summary

Carson Group seeks a client-focused professional to support advisory services, nurture relationships, and coordinate investment activities for clients in Johnson City, TN. You will work with advisors to review and reallocate investments and help grow client relationships.

The role emphasizes strong communication, organizational skills, and a genuine interest in serving others. A bachelor’s degree in business/finance is required, with CFP preferred and licensing compliance expectations.

Qualifications

• Bachelor’s degree required in Business, Finance, or related field.
• 1–3 years of investment advisory experience preferred.
• Active 66, 65, or CFP designation required.
• Clean U4 and U5 history required.
• Strong business development skills required.
• Excellent interpersonal and communication skills required.
• Exceptional client service orientation required.
• Strong organizational and time management skills required.
• Ability to manage multiple tasks and priorities simultaneously.
• Genuine interest in serving and caring for others.

Responsibilities

• Provide positive and professional service to assigned clients.
• Handle all client communications, including phone calls, emails, and meetings.
• Gather and prepare data for client reviews and maintain ongoing engagement.
• Review current investment products in advisory/brokerage accounts and reallocate to models.
• Coordinate money movement, strategy changes, and paperwork with operations to support client objectives.
• Source prospective clients through networking, referrals, and firm-generated leads.
• Promote wealth enhancement and trust services to support business growth.

Skills

Interpersonal skills

Communication skills

Organizational skills

Time management

Multitasking

Client service orientation

Business development

Relationship management

Education

Bachelor's degree in Business, Finance, or related field

CFP designation

Job description

Carson Group seeks a client-focused professional to support advisory services, nurture relationships, and coordinate investment activities for clients in Johnson City, TN. You will work with advisors to review and reallocate investments and help grow client relationships.

The role emphasizes strong communication, organizational skills, and a genuine interest in serving others. A bachelor’s degree in business/finance is required, with CFP preferred and licensing compliance expectations.