Client-First Wealth Advisor | Relationship & Investment Guidance

Carson Group; Baton Rouge (LA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Parental Leave

Sabbatical Leave

Medical

Dental

Vision

Life and AD&D Insurance

Job summary

Carson Group seeks a dedicated professional to establish new client relationships while delivering advisory support to existing clients. You will guide investment strategies, coordinate client service activities, and help drive industry-leading experiences.

Responsibilities include coordinating with advisors, reviewing investments, reallocating to models, and facilitating money movement with operations. A client-first mindset and strong communication skills are essential in a fast-paced,

Qualifications

• Bachelor's degree in Business, Finance, or related field required.
• Active 66/65 or CFP designation required; clean U4/U5 history.
• Strong business development skills are essential.
• Excellent interpersonal and communication skills required.
• Exceptional client service orientation and ability to manage multiple tasks.

Responsibilities

• Establish new client relationships and provide advisory services.
• Deliver financial guidance and coordinate client reviews and service activities.
• Review and allocate investments across models to meet client objectives.
• Promote wealth enhancement strategies and coordinate money movement with operations.
• Support business growth through networking and referrals.

Skills

Business development

Interpersonal communication

Client service orientation

Organizational skills

Time management

Multitasking ability

Education

Bachelor's degree in Business/Finance

Active 66/65 or CFP designation

Job description

Carson Group seeks a dedicated professional to establish new client relationships while delivering advisory support to existing clients. You will guide investment strategies, coordinate client service activities, and help drive industry-leading experiences.

Responsibilities include coordinating with advisors, reviewing investments, reallocating to models, and facilitating money movement with operations. A client-first mindset and strong communication skills are essential in a fast-paced,