Carson Wealth Management Group (CWMG) is headquartered in Omaha, NE, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for over $4.3 billion in assets under advisement for select families, business owners, professional athletes and institutions. We offer our clients services including Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning.
 
Become a member of a fast-growing, well-respected team in the financial planning industry that has been #1 with our broker/dealer for the last 20 years. Join a team that has been named in Worth Magazine's "Top 200 Financial Advisors" for the last 5 years and ranked #7 in the US by Barron's (#1 in Nebraska) for many years. We are looking for a motivated, professional, and energetic individual with experience in a wide variety of roles.
 
Are you interested in joining the Carson Wealth team? We’re looking for motivated individuals that want to grow with one of the leading advisory firms in the US. We offer our team great benefits including health insurance, 401(k), tuition reimbursement and more. Join our team of professionals in a culture that empowers its employees to be an integral part of a unified team, contributing to the value and success of our organization.
 
Responsibilities:
 

• Maintain client information in our records database.
• Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor.
• Draft, review, or edit client correspondence for the Advisors, if needed.
• Conduct and participate in client meetings, face-to-face, to complete required paperwork (as training progresses).
• Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders.
• Assist in developing processes and procedures that enhance accuracy and streamlines processes.
• Assist in setting and continually meeting project expectations with team members and management.
• Provide back-up to check deposit function of cashiering for both TD Ameritrade and LPL
• Other duties as assigned

 
Qualifications:
 

• Bachelor’s degree in business administration, accounting, finance, or similar field of study is preferred
• Minimum of two years in a general office environment
• Computer literacy to easily learn new programs
• A working knowledge of Microsoft Excel
• A natural acumen for numbers
• The desire to conduct research
• A genuine interest in the financial services industry
• Desire to provide the highest quality of service

 
 
Administrative/Technical Skills:

• Attention to details
• Planning and organizational skills
• Manage multiple projects with precision
• Written and verbal communication skills

 
 
Benefits:
 
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment in a professional West Omaha office location.  This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living.  Smokers need not apply.  Only qualified applicants will be notified.
 
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.