Wealth Advisor: Trusted Guidance & Growth

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

Benefits offered by this job

401(k) with company match

Health benefits

Flexible PTO

Job summary

Carson Wealth is seeking a Wealth Advisor to deepen client relationships and lead advisory services. You will manage existing relationships and attract new clients, delivering tailored financial guidance and coordinating with the team to ensure top-tier service.

A strong COI network and leadership mindset are essential for success. The role emphasizes ethical guidance, fiduciary responsibility, and growth within a collaborative, client-focused culture.

Qualifications

• Relevant degree in finance or related field.
• Preferred CFP or CFA certifications or progress toward them.
• Active Series 65/66 licensure is a plus.

Responsibilities

• Develop and maintain client relationships to exceed expectations.
• Lead advisory conversations and present financial plans.
• Collaborate with team across offices to deliver service.
• Source new opportunities and grow the client base.
• Mentor junior advisors and service staff.

Skills

Client relationships

Active listening

Communication skills

Leadership

CRM proficiency

Financial planning software

Education

Bachelor’s degree in finance or related field

CFP or CFA preferred

Active Series 65 or 66 license

Tools

Salesforce

Orion

eMoney

MoneyGuide

Job description

Carson Wealth is seeking a Wealth Advisor to deepen client relationships and lead advisory services. You will manage existing relationships and attract new clients, delivering tailored financial guidance and coordinating with the team to ensure top-tier service.

A strong COI network and leadership mindset are essential for success. The role emphasizes ethical guidance, fiduciary responsibility, and growth within a collaborative, client-focused culture.