Wealth Advisor - Trusted Planning & Client Growth

Carson Wealth; Baton Rouge, Northern (LA, KY); Hybrid; USD 60,000 - 145,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Medical, Dental, Vision

HSA/FSA

Life and AD&D insurance

Short/Long-term disability

Work/Life benefits

Wellbeing programs

Job summary

Carson Wealth is seeking an experienced investment adviser in the United States to establish and grow client relationships through comprehensive financial planning and advisory services. The role involves sourcing prospective clients, delivering proactive service, and maintaining regulatory compliance while pursuing continuing education and professional development.

Responsibilities include client advisory and relationship management, business development, and collaboration with firm teams.

Qualifications

• Minimum five years of investment advisory experience.
• Active Series 65 or 66 required.
• Clean U-4 required.
• CFP preferred.

Responsibilities

• Client Advisory & Relationship Management: Educate clients on financial plans and investment strategies; review accounts and reallocate to fit goals; own all client communications both written and in meetings.
• Business Development & Networking: Source prospective clients through networking, referrals, and community engagement; promote wealth enhancement services.
• Compliance & Professional Standards: Adhere to policies and regulatory guidelines; maintain continuing education requirements.
• Team Collaboration & Firm Engagement: Participate in advisor team meetings and firm events to build relationships.
• Other Duties: Perform additional tasks to support objectives.

Skills

Investment advisory

Business development

Communication skills

Time management

Multitasking

Education

Bachelor’s degree preferred

Job description

Carson Wealth is seeking an experienced investment adviser in the United States to establish and grow client relationships through comprehensive financial planning and advisory services. The role involves sourcing prospective clients, delivering proactive service, and maintaining regulatory compliance while pursuing continuing education and professional development.

Responsibilities include client advisory and relationship management, business development, and collaboration with firm teams.