Associate Wealth Advisor

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Associate Wealth Advisor (AWA) will establish new client relationships while providing advisory services and support to existing clients. Deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. Master, buy-in, and be able to discuss Carson Wealth-The Shobe Financial Group’s core values and client-first philosophy. Also master and be prepared to discuss CW-TSFG’s philosophy for planning and investment services. Recognize and take ownership to care for our clients. Provide all documentation – the financial plan documents and reports - and be able to clearly communicate – with the ultimate goal of enhancing our clients’ lives. Follow through on all actions to be done for clients. Advance your knowledge by being involved and chairing one of our committees or initiatives. Always seek opportunities to build our business through referrals, networking, and building relationships.

What To Expect

• Client Service & Relationship Management : Provide positive and professional service to assigned clients. Handle all client communications, including phone calls, emails, and meetings. Gather and prepare data for client reviews. Develop close, long-term relationships to understand client circumstances, goals, and future needs. Attend client events and maintain ongoing engagement.
• Advisory Support & Investment Management : Review current investment products held in advisory and brokerage accounts. Reallocate to appropriate models to help clients meet financial objectives. Promote established investment models and wealth enhancement strategies suitable for targeted clients. Coordinate money movement, strategy changes, and paperwork with the operations team as needed.
• Business Development & Growth : Source prospective clients through networking, referrals, and firm-generated leads. Identify opportunities within the existing client base. Promote the firm’s wealth enhancement and trust services to support business growth.
• Compliance & Professional Development : Adhere to company and industry supervisory guidelines and policies. Participate in daily advisor meetings, training sessions, and continuing education. Maintain all required continuing education and licensing requirements.
• Other Duties : Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

Preferred Education and Experience

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include :

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.