Wealth Advisor- Cedar Rapids, IA

Overview

Who We Are Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients’ best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country.

To our clients, life is complicated enough; they turn to us for unwavering support and guidance on their financial journeys. We are growth-minded with a focus on innovative solutions and opportunities for both clients and our team. We aim to foster a vibrant, fun, and familial atmosphere where every member feels valued and part of the same vision to provide a world-class experience and grow in a career you can be proud of.

If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.

• The Wealth Advisor position is the backbone of the practice and an integral part of ensuring every aspect of the client experience exceeds expectations.
• Build and establish new client relationships in addition to providing advisory services and support to current clients at the highest level.
• Navigate hard/emotional client conversations in a solutions-focused manner and relate to clients through life and experience.
• Demonstrate strong leadership and develop a well-formed COI network to support business development.
• Lead and present entire client meetings; prepare for meetings with the team; delegate service items and communicate next steps to the service team.
• Demonstrate proficiency with technology, CRM and financial planning software, and stay current on new tools.
• Proactively source new opportunities and build the client base; leverage opportunities from existing client book.
• Mentor Associate Wealth Advisors, Client Service Associates, and the rest of the team; participate in internal meetings and KPI development.
• Adhere to Compliance policies and procedures and maintain ongoing professional development.

• We require our team members to work a majority of their time in the office. Some travel may be required.
• An existing and established book of business
• Clean U-4 and U-5 history
• Computer literacy and aptitude for learning new programs and processes
• Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
• Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, Money Guide), preferred
• Excellent interpersonal, communication, and prioritization skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to be present and on time for client meetings
• Self-motivation and a desire for growth
• Ability to take direction and a desire to support all team members

• 5+ years investment advisory experience
• CFP or CFA preferred
• Active Series 65 or 66 license
• Bachelor’s Degree in Finance or related field, preferred

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 base pay for this position across all US geographic markets “ranges” from $60,000.00/year to $/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.