Associate Wealth Advisor
Carsen Group•Cedar Rapids, IA
311d•$65,000 - $87,296
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About The Position
The Associate Wealth Advisor serves as an essential support team member to the lead advisors at our Carson Wealth Cedar Rapids office. Under the supervision of the Lead Advisors, this individual will participate in client meetings documenting notes and observing client interactions. This individual will also provide technical support and execute client follow-up activities. The Associate Wealth Advisor has a strong desire to develop technical and social skills to support client relationship and learn and expand their business development skill set.
