Wealth Advisor: Client-First Guidance & Growth

Carson Wealth; Johnson City (TN); On-site; USD 65,000 - 81,000; Full time

Benefits offered by this job

Salary base + bonus potential

401(k) with company contribution

Health benefits

Paid time off

Parental Leave

Vision, Dental, Medical

Holistic Wellbeing Programs

Job summary

Carson Wealth in Johnson City, TN is seeking an investment advisory professional to establish new client relationships and provide ongoing advisory support to existing clients. You will deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences.

Responsibilities include client service and relationship management, advisory support and investment management, business development, and ensuring compliance with

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Active 66, 65, or CFP designation required or qualifying registration.
• Clean U4/U5 history and strong client servicing skills.

Responsibilities

• Client service & relationship management for assigned clients.
• Advisory support & investment management; reallocate to models as needed.
• Business development by networking and referrals; grow client base.
• Ensure compliance with guidelines; participate in ongoing training.
• Perform additional duties to support department objectives.

Skills

Business development

Interpersonal skills

Communication skills

Time management

Client service orientation

Education

Bachelor’s degree in Business, Finance, or related field

Job description

Carson Wealth in Johnson City, TN is seeking an investment advisory professional to establish new client relationships and provide ongoing advisory support to existing clients. You will deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences.

Responsibilities include client service and relationship management, advisory support and investment management, business development, and ensuring compliance with