Wealth Advisor: Client-First Financial Planner

Carson Group; Baton Rouge (LA); On-site; USD 60,000 - 145,000; Full time

Benefits offered by this job

Base salary

Bonus potential

401(k) with matching

Health benefits

Wellbeing programs

Job summary

Carson Group in the United States seeks an experienced investment advisor to establish and grow client relationships, deliver comprehensive financial planning, and provide proactive service that helps clients achieve their financial objectives.

The role requires five years of investment advisory experience, active Series 65 or 66, a clean U-4, and strong business development and communication skills. Base pay ranges from $60,000 to $145,000 plus bonus and benefits.

Qualifications

• Minimum of five years of investment advisory experience required.
• Bachelor’s degree preferred.
• Active Series 65 or 66 required.
• Clean U-4 required.
• Certified Financial Planner™ (CFP®) preferred.
• Strong business development skills required.
• Excellent interpersonal and communication skills required.
• Excellent organizational and time-management skills required.
• Ability to manage multiple tasks and priorities simultaneously required.

Responsibilities

• Provide advisory services and manage client relationships.
• Source prospective client opportunities through networking and referrals.
• Promote wealth enhancement and planning services while ensuring regulatory compliance.
• Attend advisor meetings, training, and client events.
• Perform additional tasks as needed by leadership.

Skills

Client relationship mgmt

Business development

Communication skills

Time management

Education

Bachelor's degree

Job description

Carson Group in the United States seeks an experienced investment advisor to establish and grow client relationships, deliver comprehensive financial planning, and provide proactive service that helps clients achieve their financial objectives.

The role requires five years of investment advisory experience, active Series 65 or 66, a clean U-4, and strong business development and communication skills. Base pay ranges from $60,000 to $145,000 plus bonus and benefits.