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Wealth Advisor | Fiduciary Guidance & Client Growth
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-08-21
Listing for:
Carson Wealth
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Carson Wealth seeks a Wealth Advisor to deepen existing client relationships, attract new clients, and deliver comprehensive advisory services across financial planning, investments and tax strategies.
You will lead client meetings, communicate complex information clearly, and collaborate with the COI network to expand the book of business. A CFP/CFA is preferred;
Series 65/66 is highly valued.
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