Wealth Advisor: Trusted Guidance & Growth Opportunities

Carson Group; Cedar Rapids (IA); On-site; USD 60,000 - 125,000; Full time

Benefits offered by this job

401(k) + match

Health insurance

Parental Leave

Sabbatical Leave

Flexible Spending Accounts

Job summary

Carson Wealth in Cedar Rapids, IA, is seeking a Wealth Advisor to build and maintain strong client relationships while delivering tailored financial guidance. You will manage advisory services for existing clients and actively attract new business, leveraging your COI network and leadership skills.

You will lead client meetings, present plans, and collaborate with a nationwide team to ensure top-tier service, compliance, and ongoing professional development.

Qualifications

• Requires current Series 65 or 66 license and financial advisory background.
• Existing and established book of business with client relationships.
• Proven ability to attract and retain high-net-worth clients.

Responsibilities

• Build and manage new client relationships while servicing current clients at a high level.
• Lead client meetings and present comprehensive financial plans.
• Develop and expand COI network for business growth.
• Collaborate with team members across offices to deliver exceptional service.
• Maintain ongoing education and comply with regulations and firm policies.

Skills

Client relations

Communication

Leadership

Business development

Active listening

Time management

Education

Bachelor’s Degree in Finance

CFP or CFA preferred

Series 65/66 license

Tools

Salesforce

Orion

eMoney

MoneyGuide

Job description

Carson Wealth in Cedar Rapids, IA, is seeking a Wealth Advisor to build and maintain strong client relationships while delivering tailored financial guidance. You will manage advisory services for existing clients and actively attract new business, leveraging your COI network and leadership skills.

You will lead client meetings, present plans, and collaborate with a nationwide team to ensure top-tier service, compliance, and ongoing professional development.