Wealth Advisor- Portland/Lake Oswego

Carson Group•Lake Oswego, OR

3d•$60,000 - $125,000•Hybrid

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

Bachelor’s Degree or 5+ years investment advisory experience
Has obtained one (or more) of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD
Active Series 65 license
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 skills
Excellent 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

Responsibilities

Establish new client relationships.
Provide advisory services and support to current clients at the highest level.
Skillfully navigate hard/emotional client conversations in a solutions-focused manner.
Handle the largest, most complex and demanding clients.
Demonstrate strong leadership skills.
Engage in business development and actively source opportunities from existing client book.
Develop and present a plan for creating a COI network and/or a well-formed and active COI network.
Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
Teach and present the firm’s Core Values and Core Focus in any setting with ease.
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.
Develop quarterly Key Performance Indicators (KPI’s).
Adhere to Compliance policies and procedures.
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.
Attract new clients to the firm.
Collaborate proactively, professionally and effectively with team members from other satellite 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.
Provide positive interactions with the toughest client requests.
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.
Demonstrate empathetic and genuine care for clients, their families and circumstances.
Be knowledgeable and effective with complex client situations.
Show unrelenting determination to do what’s best for client.
Business development and client acquisition.
In depth knowledge of Carson Wealth’s mission and vision.