Wealth Advisor | Fiduciary Guidance & Client Growth

Carson Wealth; Covington (KY); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Flex PTO

Parental Leave

Sabbatical Leave

Life and AD&D Insurance

Job summary

Carson Wealth seeks a Wealth Advisor to deepen existing client relationships, attract new clients, and deliver comprehensive advisory services across financial planning, investments and tax strategies.

You will lead client meetings, communicate complex information clearly, and collaborate with the COI network to expand the book of business. A CFP/CFA is preferred; Series 65/66 is highly valued.

Qualifications

• We require team members to work a majority of their time in office.
• Clean U-4 and U-5 history.
• Knowledge of Office Suite (Word, Excel, PowerPoint, Teams).
• Excellent interpersonal, communication, and prioritization skills.
• Active Series 65 or 66 license is preferred.

Responsibilities

• Build existing client relationships and establish new ones.
• Provide advisory services and support to clients at the highest level.
• Lead client meetings and present the full client strategy.
• Develop and manage a COI network to drive business growth.
• Mentor Associates and rest of the team.

Skills

Client relationship management

Business development

Active listening

Financial planning

Leadership

Communication skills

Education

CFP or CFA preferred

Bachelor’s degree in finance or related field

Series 65 or 66 license

Tools

Salesforce

Orion

eMoney

MoneyGuide

Job description

Carson Wealth seeks a Wealth Advisor to deepen existing client relationships, attract new clients, and deliver comprehensive advisory services across financial planning, investments and tax strategies.

You will lead client meetings, communicate complex information clearly, and collaborate with the COI network to expand the book of business. A CFP/CFA is preferred; Series 65/66 is highly valued.