M&A Growth Lead – Wealth Advisory

Carson Wealth; Omaha (NE); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Base salary + bonus potential

401(k) with company matching

Health benefits

Paid time off

Zusammenfassung

Carson Wealth in Omaha seeks a results-driven professional to generate acquisition opportunities through prospecting and industry relationships. You’ll support the process from initial engagement to a signed LOI and collaborate with transaction and integration teams to move opportunities toward closing.

The role requires 5+ years in recruiting, M&A analysis, or related financial services experience, plus strong communication and Excel skills and willingness to travel nationally.

Qualifikationen

• Bachelor’s degree in business, finance, economics, or related field preferred.
• Series 65 license preferred.
• Minimum of five years in recruiting, M&A analysis, or related experience in financial services.
• Clean U-4 and U-5 history, as applicable, required.
• Demonstrated track record of generating leads and achieving activity and sales objectives.
• Strong knowledge of wealth management industry and key competitors.

Aufgaben

• Generate acquisition opportunities through prospecting, industry relationships, and Carson network.
• Build and maintain relationships with investment bankers and other referral sources.
• Support the acquisition process from initial prospect engagement through LOI.
• Collaborate with transaction and integration teams to close opportunities.
• Assist in preparing board presentations and senior leadership materials.
• Travel nationally and participate in weekly sales meetings and training.

Kenntnisse

Lead generation

Relationship development

Sales targets attainment

Independent & collaborative work

Strong organizational skills

Excellent communication

Travel nationally

Ausbildung

Bachelor’s degree in business/finance/economics

Series 65 license

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Jobbeschreibung

Carson Wealth in Omaha seeks a results-driven professional to generate acquisition opportunities through prospecting and industry relationships. You’ll support the process from initial engagement to a signed LOI and collaborate with transaction and integration teams to move opportunities toward closing.

The role requires 5+ years in recruiting, M&A analysis, or related financial services experience, plus strong communication and Excel skills and willingness to travel nationally.