Senior Wealth Advisor: Fiduciary Guidance & Growth

Carson Group; Murray (UT); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Job summary

Carson Wealth is seeking a Wealth Advisor to strengthen existing client relationships and attract new ones, delivering comprehensive financial guidance and advisory services with a solutions‑focused approach. You will build trust with high‑net‑worth clients, lead client meetings, and collaborate with cross‑office teams to enhance the client experience.

The role requires 3–5+ years investment advisory experience, CFP/CFA preferred, and active Series 65 or 66.

Job description

Carson Wealth is seeking a Wealth Advisor to strengthen existing client relationships and attract new ones, delivering comprehensive financial guidance and advisory services with a solutions‑focused approach. You will build trust with high‑net‑worth clients, lead client meetings, and collaborate with cross‑office teams to enhance the client experience.

The role requires 3–5+ years investment advisory experience, CFP/CFA preferred, and active Series 65 or 66.