Carson Institutional Alliance, a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance and Strategy 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’s mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are looking for select, hard-working, dedicated individuals looking to make an impact in the advisory community.

Responsibilities:

• Daily reconciliation of database
• Establishment and maintenance of download feeds
• Coordinate data syncs between Orion and Salesforce
• Evaluate account performance on a daily basis
• Assist in converting new and existing offices into the database
• Complete special projects as necessary

Qualifications:

• Minimum 2+ years leadership experience
• Orion/Salesforce/Docupace experience preferred
• Industry specific experience
• Strong analytical and problem solving skills
• Exceptional organizational and time management skills
• Advanced MS Office stills
• Strong 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.
 
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.
 
At Carson Wealth Management Group we have based our selection process on the Topgrading philosophy and have found it significantly increases our chances of hiring top performers who fit our organizational culture well.

Topgrading is a thorough process of collecting detailed information about your education and job history with a Career History Form. Completing the Career History Form is the first step to determining whether you will be a great fit for the position in question.  You can expect to spend about an hour completing this form, depending on the position to which you are applying. 

If it appears as though you could be a great fit for the position, you will eventually participate in a chronological, in-depth, and structured Topgrading interview. The interview is a cornerstone of our process as it helps determine who has the potential to be successful and happy in our organization and also provide valuable information about how to make onboarding as successful and smooth as possible.  The final step of our selection process is to conduct reference calls with your former bosses, which we will ask you to arrange for us.