Wealth Advisor- Murray, UT

Carson Group•Murray, UT

10d•$110,000 - $150,000•Onsite

About The Position

Carson is a wealth management firm where integrity meets expertise. As a fiduciary practice, we prioritize our clients' best interests, building lifelong relationships with families across the country. We are growth-minded, embracing innovative solutions and fostering a vibrant, fun, and familial atmosphere where every team member feels valued and part of a shared vision. We aim to provide a world-class client experience and offer career growth opportunities. We are seeking individuals passionate about providing financial guidance, dedicated to ethical practices, and aligned with our core values: doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and 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.
3 to 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

Focus on building existing client relationships and establishing new ones.
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.
Actively source new opportunities and build a client base.
Leverage new opportunities from existing client book.
Develop and present a plan for creating a COI network and/or has an existing and active COI network.
Create/Sustain a plan for business development, working with the team on new ways to engage communities and expand reach.
Ability and willingness to teach and present.
Mentor Associate Wealth Advisors, Client Service Associates, and the rest of the team.
Keep up to date with relevant financial planning news.
Demonstrate mastery in technology and financial planning.
Maintain all professional Continuing Education and training requirements.
Demonstrate strong leadership skills.
Adhere to Compliance policies and procedures.
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 the team.
Lead and present entire client meetings.
Delegate service items and communicate next steps to the entire service team to ensure client needs are met and tasks are taken care of.
Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software.
Skillfully navigate hard/emotional client conversations.
Communicate relatable life and client experiences.
Develop Crucial Conversation and Active Listening skills.
Proactive approach to client needs.
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 the client.