Wealth Advisor- Littleton, CO

Carson Group • Littleton, CO

7d • Onsite

About The Position

Welcome to Carson. Where integrity meets expertise in the world of wealth management. At Carson, 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

• We require our team members to work a majority of their time in office.
• 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.

Nice To Haves

• Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred.
• 3 to 5+ years investment advisory experience.
• CFP or CFA preferred.
• Active Series 65 or 66 license.
• Bachelor’s Degree in Finance or related field, preferred.

Responsibilities

• Building existing client relationships and establishing new ones.
• Providing advisory services and support to current clients at the highest level.
• Skillfully navigating hard/emotional client conversations in a solutions-focused manner.
• Demonstrate strong leadership skills.
• Actively source new opportunities and build client base.
• Leverage new opportunities from existing client book.
• Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
• Ability and willingness to teach and present.
• Mentor to Associate Wealth Advisors, Client Service Associates and rest of team.
• Keep up-to-date with relevant financial planning news.
• Maintain all professional Continuing Education and training requirements.
• Demonstrates strong leadership skills.
• Demonstrates mastery in technology and financial planning.
• Adhere to Compliance policies and procedures.

Benefits

• base salary
• bonus potential
• 401(k) plus matching
• health benefits
• great working environment
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level