Senior Wealth Advisor | High-Impact Fiduciary Partner

Carson Group; Palatine (IL); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Paid time off (PTO)

Job summary

Carson Wealth, a premier fiduciary wealth management firm, seeks a Senior Wealth Advisor to build and nurture high‑net‑worth client relationships while delivering comprehensive advisory services. The role emphasizes excellent client service, leadership, and proactive business development.

You will manage complex client situations, lead meetings, and collaborate with teams to ensure the firm’s core values are upheld and client needs are met with precision.

Qualifications

• Experience working with high-net-worth and ultra-high-net-worth clients.
• Proven ability to lead and mentor team members.
• Experience sourcing and developing COI networks and business development strategies.
• Clean U-4 and U-5 history.

Responsibilities

• Lead and present client meetings and advisory plans.
• Attract new clients and expand the firm’s client base.
• Collaborate with colleagues across offices to deliver exceptional service.
• Develop and execute plans for COI network growth and community engagement.
• Mentor associates and support staff to drive performance.

Skills

Interpersonal communication

Time management

Client service orientation

Team collaboration

Tech aptitude

Education

5+ years investment advisory experience

CFP or CFA preferred

Active Series 65 or 66 license

Bachelor’s degree in finance or related field preferred

Tools

Office Suite

Salesforce

Orion

eMoney

MoneyGuide

Job description

Carson Wealth, a premier fiduciary wealth management firm, seeks a Senior Wealth Advisor to build and nurture high‑net‑worth client relationships while delivering comprehensive advisory services. The role emphasizes excellent client service, leadership, and proactive business development.

You will manage complex client situations, lead meetings, and collaborate with teams to ensure the firm’s core values are upheld and client needs are met with precision.