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At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life NOW and in the future and it doesn't have to be complicated. We are a specialized Wealth Management Firm serving entrepreneurs, business owners, executives, and their families. For over 20 years our clients have enjoyed our trusted services helping them find their True Wealth, organizing towards their goals and allowing them time for what matters most. The Associate Wealth Advisor position is an essential member of the Diamond Team within our firm. This position is an integral part of ensuring every aspect of the client experience exceeds expectations and the career path provides for ample growth opportunities. At Level 1, this individual will have a strong desire to develop the essential communication, technical and social skills to support the client relationships owned by the Diamond Team. Under the supervision of the Lead and/or Senior Wealth Advisors, the vast majority of time is spent in client meetings documenting and observing and then delegating tasks to the Client Service Specialist for execution. At Level 2, under the supervision of the Lead and/or Senior Wealth Advisors, this individual will have obtained mastery of all financial software programs and begin to prepare and make recommendations for client financial plans and investments and portfolio allocations. At Level 3, this individual will be working directly with clients and with smaller client accounts on their own or begin pursuing the planner.
