Wealth Advisor- Hanover, NH; Hybrid flexibility

Wealth Advisor – Hanover, NH (Hybrid flexibility)

Join Carson Group as a Wealth Advisor. This role is based in our Hanover, NH office with remote/hybrid flexibility. Applicants must be U.S. residents with an active Series 65 license.

Carson Wealth is a fiduciary practice focused on integrity, expertise, and client‑centric solutions. We believe in doing the right thing, always. Our culture is growth‑mindful, fun, and collaborative.

Location:

Hanover, NH (Hybrid flexibility)

Seniority Level: Mid‑Senior

Employment Type:

Full‑time

Job Function:
Finance and Sales

• Establish new client relationships and provide advisory services to existing clients.
• Navigate hard and emotional client conversations with a solutions‑focused approach.
• Lead and present the Proven Process, including bucketing, investment and tax strategies.
• Deliver exceptional client service independently and efficiently.
• Prepare for client meetings, lead meetings, delegate tasks, and ensure service team follow‑ups.
• Demonstrate proficiency with technology (CRM, financial planning software).
• Develop and maintain a robust “CoI” network and pursue business‑development opportunities.
• Teach and present the firm’s Core Values and Core Focus.
• Mentor Associate Wealth Advisors and Client Service Associates.
• Maintain continuing education and professional development.
• Adhere to all compliance policies and procedures.

• Bachelor’s degree or 5+ years of investment advisory experience.
• One or more of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD.
• Active Series 65 license.
• Clean U‑4 and U‑5 history.
• Strong interpersonal, communication, and prioritization skills.
• Excellent organizational and time‑management skills.
• Experience with Office productivity suite (Word, Excel, PowerPoint, Teams).
• Knowledge of financial industry programs such as Salesforce, Orion, eMoney, Money Guide preferred.
• Computer literacy and aptitude for learning new programs.
• Be present and on time for client meetings; self‑motivation and desire for growth.
• Ability to take direction and support all team members.

The base salary ranges from $60,000 to $125,000 per year. Variable compensation potential includes bonuses and commissions. Eligible benefits: 401(k) with company match, health, dental, vision, HSA, FSA, life/AD&D insurance, short/long‑term disability, PTO, parental leave, sabbatical leave, work/life benefits, holistic wellbeing programs.

Carson is an equal opportunity employer. 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.