Wealth Advisor- Covington, KY

Who We Are
Carson
- Where integrity meets expertise in the world of wealth management. At Carson, 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.

Job Details
Description

Who We Are
Carson
- Where integrity meets expertise in the world of wealth management. At Carson, 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.

Who We Want
The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building existing client relationships and establishing new ones, in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner.

They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease.

What To Expect

• Understand Bucketing, Investment and Tax Strategies utilized
• Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
• Proven ability to attract new clients to the firm
• Collaborate proactively, professionally and effectively with team members from other offices
• Client Service skills
  • Provide excellent client service independently and efficiently
  • Effectively prepare for client meetings with team. Lead and present entire client meeting
  • Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
  • Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software
  • Skillfully navigate hard/emotional client conversations
  • Communicate relatable life and client experiences. Develop Crucial Conversation and Active Listening skills
  • Handle largest, most complex and demanding clients
  • Proactive approach to client needs
  • Ability to prioritize client’s “Top of Mind” items during client meetings
  • Empathetic and genuine care for clients, their families and circumstances
  • Knowledgeable and effective with complex client situations
  • Unrelenting determination to do what’s best for client
• Business Development skills
  • Actively source new opportunities and build client base
  • Leverage new opportunities from existing client book
  • Develop and present plan for creating a COI network and/or has an existing and active COI network
  • Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
  • Ability and willingness to teach and present
  • Mentor to Associate Wealth Advisors, Client Service Associates and rest of team
• Constant and Never-Ending Improvement
  • Keep up to date with relevant financial planning news. Demonstrates mastery in technology and financial planning
  • Maintain all professional Continuing Education and training requirements
• Demonstrates strong leadership skills
• Adhere to Compliance policies and procedures

What You Need

• We require our team members to work a…