Wealth Advisor — Growth & Client Experience Leader

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

Benefits offered by this job

Health benefits

401(k) with company contribution

PTO

Parental Leave

Sabbatical Leave

Medical, Dental, Vision

Life and AD&D Insurance

Job summary

Carson Wealth in Salt Lake City is seeking a Wealth Advisor to deepen client relationships, provide comprehensive advisory services, and uphold fiduciary principles. You will nurture existing clients and build new ones, navigate complex conversations, and demonstrate strong leadership across a growing COI network.

You’ll collaborate with teams in other offices, proactively source opportunities, and mentor junior staff while delivering exceptional service and value to families.

Qualifications

• 3 to 5+ years investment advisory experience.
• CFP or CFA preferred.
• Active Series 65 or 66 license.
• Bachelor’s Degree in Finance or related field preferred.
• Clean U-4 and U-5 history.

Responsibilities

• Understand Bucketing, Investment and Tax Strategies utilized.
• Attract new clients to the firm and manage existing relationships.
• Collaborate with team across offices to deliver client service.
• Lead client meetings and present advisory plans.
• Mentor associates and develop COI networks.

Skills

Client relationship management

Advisory services

Leadership

Business development

COI networking

Education

Bachelor’s Degree in Finance or related field

CFP or CFA preferred

Series 65 or 66 license

Tools

Salesforce

Orion

eMoney

MoneyGuide

Job description

Carson Wealth in Salt Lake City is seeking a Wealth Advisor to deepen client relationships, provide comprehensive advisory services, and uphold fiduciary principles. You will nurture existing clients and build new ones, navigate complex conversations, and demonstrate strong leadership across a growing COI network.

You’ll collaborate with teams in other offices, proactively source opportunities, and mentor junior staff while delivering exceptional service and value to families.