Wealth Advisor

Overview

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Join a highly respected and fast-growing firm as a Wealth Advisor, serving as a strategic and trusted partner to a sophisticated client base in our Franklin Lakes office. This is a high-impact role for an experienced advisor who thrives on delivering comprehensive and personalized wealth strategies to high-net-worth clients.

You'll work with the team to support an existing book of business with high-net-worth households averaging $3M+ in AUM. Beyond managing relationships, you’ll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients.

• 10–15 years of experience as a financial advisor in the RIA or private wealth space
• Bachelor's degree required
• CFP designation required
• Life and Health Insurance license required
• Active Series 65 or 66
• Proven success advising high-net-worth and ultra-high-net-worth individuals and families
• Depth in complex financial planning, especially tax planning and retirement income distribution
• Proficiency in planning tools such as eMoney or Money Guide Pro
• Excellent communication skills with ability to simplify complexity and build lasting trust
• Proactively anticipate needs, solve issues before escalation, and maintain optimized internal processes to ensure high service delivery standards
• Identify and implement continuous improvement opportunities in customer experience and operations with high attention to detail and ownership-driven approach

• CPA, CPWA, or Master’s in Taxation highly preferred
• Series 7 preferred
• Clean U4
• Based in or willing to commute regularly to Franklin Lakes, NJ

• Client Relationship Management:
  Serve on a team of lead advisors for sophisticated HNW clients, delivering proactive, high-touch service that reflects the firm’s commitment to excellence
• Support ongoing, consultative relationships with clients, offering tailored planning strategies in tax optimization, estate planning, retirement income, and risk management
• Act as subject matter expert in advanced planning strategies, including charitable giving, business succession, and tax-efficient withdrawal strategies
• Business Development & Growth:
  Identify opportunities for clients to benefit from the firm’s broader wealth enhancement and planning solutions
• Support the Business Development team in prospect conversations
• Represent the firm at client appreciation events and community engagements
• Collaboration & Leadership:
  Collaborate with internal planning, investment, and client service teams to ensure seamless client experience
• Partner with Franklin Lakes office stakeholders to identify process improvement and client experience opportunities
• Help shape the office's growth trajectory by mentoring junior talent, contributing to strategy, and participating in key planning discussions

• The base pay for this position across all US geographic markets ranges from $60,000/year to $125,000/year. Pay is based on location, 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

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.

Franklin Lakes, NJ

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. 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.