Carson Institutional Alliance, a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance Partners, to leverage the Carson organization's deep knowledge, innovative investment strategies, scale and operational efficiency to provide their affluent investors with highly transparent investment strategies. CARSON INSTITUTIONAL ALLIANCE's Mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are accepting applications for select, relationship focused, dedicated individuals looking to make an impact for the better in the advisory community. Summary of Position: Successful candidates for Advisor Growth Strategist will have in-depth understanding, proven experience both leading and selling, strong current advisor relationships in the independent and hybrid communities and be knowledgeable of key competitors in the marketplace. Advisor Growth Strategist will be responsible for developing new business within their territory through personal production leveraging regional events, network events, the Carson Institutional network and both in person and over the phone sales calls. The Advisor Growth Strategist will be responsible for and held accountable to activity and sales targets on a weekly, monthly, quarterly and annual basis. We are selectively accepting applications for a proven Advisor Growth Strategist seeking a great opportunity to develop and grow a territory inside an energetic, fast paced organization. Ideal candidates must be organized, motivated, and self starters with a desire to help shape the future of our industry. Job Duties: Identify, build relationships with and add Alliance Partners in defined territory. Execute on sales opportunities and leverage Carson Institutional Alliance resources to achieve quarterly and annual targets. Implement the company's sales process to establish a culture of consultative selling to customer's decision-makers at all levels. Cultivate and maintain effective business relationships with executive decision makers in large accounts. Pursue identified prospects, participating actively in the planning and sales process for new business opportunities. Participate in weekly sales team meeting and present current status of sales plan. Collaborate with Carson Institutional Alliance team to ensure successful sales, on-boarding and post transition success to Partners. Utilize a high level focus on team and collaboration skills. Position and differentiate CARSON INSTITUTIONAL ALLIANCE by educating advisors on CARSON INSTITUTIONAL ALLIANCE's commitment to value added strategic partnership, exceptional service and transparency. Responsible for marketing CARSON INSTITUTIONAL ALLIANCE, strategies and services to prospects, referrals, existing relationships and integrating to CARSON INSTITUTIONAL ALLIANCE Identify large Alliance Partner opportunities. Provide analysis of prospects current business and identify solutions available through CARSON INSTITUTIONAL ALLIANCE. Build relationships with lead advisors, associate wealth advisors and operations staff while integrating offices to CARSON INSTITUTIONAL ALLIANCE. Become educated in practices of Peak Advisor Alliance and "Tested In the Trenches." Present at seminars and training sessions. Attend industry events, conferences and other events. Participate in daily morning advisor meetings, training, and continuing education requirements. Perform all other duties as needed or required to maintain and grow profitable business within the defined territory. Qualifications: 5+ years experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required. FINRA series 65 licensed. CFP , CFA or CIMA designated preferred. Clean U-4 and U-5 history. Bachelor's Degree or higher preferred. Must have demonstrated track record of achieving and exceeding sales objectives. Strong organizational skills to manage sales pipeline and existing relationships. Thorough knowledge of industry. Must be able to work independently and remotely. Proven ability to present to large and small groups effectively. Excellent verbal and written communication skills required. Proficient in Excel, Word, PowerPoint. Must be open to high level of travel and weekend work. Possess a strong work ethic and personal values, consistent with Carson Institutional Alliance's Mission, Vision and Client Bill of Rights. Location: Open for Candidates located on the East Coast Position will travel to Omaha Headquarters when necessary Position will travel within territory regularly and nationally as needed Compensation: Base Salary, plus performance based compensation Highly competitive benefits package [medical, dental, vision, disability] HSA match [if participation in high balance benefits plan] 401k match This is your chance to play a key role in the future success of our growing organization. We are a health and fitness-oriented organization, smokers need not apply.