Wealth Planner
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 billion in assets under advisement for select families, business owners, professional athletes and institutions. We offer our clients Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning.
We are seeking a motivated and energetic professional to assume the role of Wealth Planner. Do you desire to become a member of a fast-growing, well-respected team in the financial planning industry that has been a leader in the financial services industry for the past 20 years? Join a team that has been identified in the top 15 of all brokerage and banks in Barron’s since 2008.
In this dynamic role, we will rely on you to provide wealth planning services for high-net worth clients of our organization. This will require you to focus on our clients’ needs in the areas of cash flow, education planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with our clients and other Wealth Enhancement Group team members to prepare, present, implement, monitor and maintain wealth plans.
Responsibilities:
Benefits:
In exchange for your expertise, we offer a competitive annual salary, depending on experience, 401(k) plus matching, health benefits and a great working environment in one of the newer professional West Omaha office locations. 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.
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.
We are seeking a motivated and energetic professional to assume the role of Wealth Planner. Do you desire to become a member of a fast-growing, well-respected team in the financial planning industry that has been a leader in the financial services industry for the past 20 years? Join a team that has been identified in the top 15 of all brokerage and banks in Barron’s since 2008.
In this dynamic role, we will rely on you to provide wealth planning services for high-net worth clients of our organization. This will require you to focus on our clients’ needs in the areas of cash flow, education planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with our clients and other Wealth Enhancement Group team members to prepare, present, implement, monitor and maintain wealth plans.
Responsibilities:
- Demonstrate the wealth planning software to high-net worth clients
- Prepare and mail planning packages to committed wealth plan users
- Work with Wealth Advisors to gain an understanding of our wealth planning client's background and objectives
- Input client information into web-based, planning software
- Develop a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wishes
- Educate internal and external users on utilizing the wealth plan system
- Assist clients in preparing accounts for automatic, daily valuation updates
- Update wealth plans, as necessary, to maintain reliable and current information
- Generate and deliver the wealth plan
- Create and modify PowerPoint presentations to highlight wealth plan data for client meetings
- Manage our clients' individual wealth planning website to maintain current information
- Provide weekly updates on the status of wealth planning projects
- Review and modify systems to enhance the wealth planning experience
- Continually look for ways to improve the wealth planning process
Requirements:
- Bachelor's degree in Business Administration, Accounting, Finance or closely related field
- Minimum 2 years of financial plan modeling or public accounting experience
- Knowledge of eMoney planning software
- Professional designation such as CFP or CPA highly desirable
- Experience with servicing high net worth clients
Benefits:
In exchange for your expertise, we offer a competitive annual salary, depending on experience, 401(k) plus matching, health benefits and a great working environment in one of the newer professional West Omaha office locations. 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.
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.