Carson Group Holdings, LLC
Sr. Wealth Planner
Carson Group Holdings, LLC, Omaha, Nebraska, us, 68197
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Sr. Wealth Planner is a vital member of the Carson Group Advanced Solutions Team. They will offer a proactive approach for improved wealth enhancement by looking for targeted areas of tax, estate and business efficiencies. This dynamic role provides wealth planning for clients across our organization. This will require you to focus on personal and business owners through a holistic planning lens.
The preferred candidate location is in or near Omaha, NE but are open to 100% remote candidates.
What To ExpectDemonstrate the wealth planning software capabilities to high-net worth clientsInput client information into web-based, planning softwareEducate advisors on the financial planning softwareGenerate and deliver the wealth planUpdate wealth plans, as necessary, to maintain reliable and current informationContinually look for ways to improve the wealth planning processProvide Tax planning and consulting for CWM and Carson Group Partner clients.Available as a subject matter expert for Carson Group Partners on a variety of planning topics.Seek the expertise of team members, where appropriate, to identify client planning strategies.Complete mandated training, assessments, performance goals and continuing education requirements.Educate advisors and clients on new strategies, tax law changes, and regulatory requirements.Build and maintain relationships with wealth plan clients to understand their current circumstances and future needs or wishesWhat You Need
Strong technical skills in all aspects of planningExperience with financial planning softwareExcellent communicator and team playerSuperior client service skillsStrong attention to detail and organizational skillsAbility to handle high volume, fast paced environmentAbility to work independently and as a team memberPreferred Education and Experience
Bachelor's degree required5+ years of financial planning experienceProfessional designation such as CFP®, JD or CPA is required.
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.
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Sr. Wealth Planner is a vital member of the Carson Group Advanced Solutions Team. They will offer a proactive approach for improved wealth enhancement by looking for targeted areas of tax, estate and business efficiencies. This dynamic role provides wealth planning for clients across our organization. This will require you to focus on personal and business owners through a holistic planning lens.
The preferred candidate location is in or near Omaha, NE but are open to 100% remote candidates.
What To ExpectDemonstrate the wealth planning software capabilities to high-net worth clientsInput client information into web-based, planning softwareEducate advisors on the financial planning softwareGenerate and deliver the wealth planUpdate wealth plans, as necessary, to maintain reliable and current informationContinually look for ways to improve the wealth planning processProvide Tax planning and consulting for CWM and Carson Group Partner clients.Available as a subject matter expert for Carson Group Partners on a variety of planning topics.Seek the expertise of team members, where appropriate, to identify client planning strategies.Complete mandated training, assessments, performance goals and continuing education requirements.Educate advisors and clients on new strategies, tax law changes, and regulatory requirements.Build and maintain relationships with wealth plan clients to understand their current circumstances and future needs or wishesWhat You Need
Strong technical skills in all aspects of planningExperience with financial planning softwareExcellent communicator and team playerSuperior client service skillsStrong attention to detail and organizational skillsAbility to handle high volume, fast paced environmentAbility to work independently and as a team memberPreferred Education and Experience
Bachelor's degree required5+ years of financial planning experienceProfessional designation such as CFP®, JD or CPA is required.
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.