Wealth Advisor- Cedar Rapids, IA

Carson Group•Cedar Rapids, IA

2d•Onsite

About The Position

Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients’ best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys. As a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of. If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.

Requirements

Fully understand and ability to lead/present the Proven Process.
Understand Bucketing, Investment and Tax Strategies utilized.
Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings.
Proven ability to attract new clients to the firm.
Collaborate proactively, professionally and effectively with team members from other offices.
Provide excellent client service independently and efficiently.
Effectively prepare for client meetings with team.
Lead and present entire client meeting.
Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available.
Skillfully navigate hard/emotional client conversations.
Communicate relatable life and client experiences.
Handle largest, most complex and demanding clients.
Proactive approach to client needs.
Develop Crucial Conversation and Active Listening skills.
Ability to prioritize client’s “Top of Mind” items during client meetings.
Empathetic and genuine care for clients, their families and circumstances.
Knowledgeable and effective with complex client situations.
Unrelenting determination to do what’s best for client.
Has an existing and active COI network.
Ability and willingness to teach and present.
Demonstrates strong leadership skills.
Demonstrates mastery in technology and financial planning.
Participate in internal meetings.
Work a majority of their time in office.
Some travel may be required.
An existing and established book of business.
Clean U-4 and U-5 history.
Computer literacy and aptitude for learning new programs and processes.
Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required.
Excellent interpersonal, communication, and prioritization skills.
Excellent attitude and an extraordinary client service orientation.
A genuine interest in serving and caring for other people.
Excellent organizational and time management skills.
Ability to be present and on time for client meetings.
Self-motivation and a desire for growth.
Ability to take direction and a desire to support all team members.
5+ years investment advisory experience.
Active Series 65 or 66 license.

Nice To Haves

Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred.
CFP or CFA preferred.
Bachelor’s Degree in Finance or related field, preferred.

Responsibilities

Building and establishing new client relationships.
Providing advisory services and support to current clients at the highest level.
Skillfully navigating hard/emotional client conversations in a solutions-focused manner.
Handling the largest, most complex and demanding clients.
Demonstrating strong leadership skills.
Actively sourcing new opportunities and building a client base.
Sourcing and leveraging new opportunities from existing client book.
Developing and presenting a plan for creating a COI network.
Creating/Sustaining a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
Teaching and presenting the firm’s Core Values and Core Focus in any setting with ease.
Mentoring to Associate Wealth Advisors, Client Service Associates and rest of team.
Keeping up-to-date with relevant financial planning news.
Maintaining all professional Continuing Education and training requirements.
Developing quarterly Key Performance Indicators (KPI’s).
Adhering to Compliance policies and procedures.