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 are seeking a motivated and energetic professional to assume the role of Relationship Manager/Associate Wealth Advisor in our San Rafael, CA office.  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.

Summary
 
The Relationship Manager/Associate Wealth Advisor is an integral part of the organization.  They will provide financial planning and relationship management to the firm’s small to mid-size clients. Approximate account size $500K to $750K.  This will allow the Senior Wealth Advisor to focus on the more complex client situations.  Candidate must be high energy person. 
 
Responsibilities

• Provide positive and professional service to the client base assigned
• Handle all communication with the client base including phone calls, emails and meetings
• Attend all client meetings and be responsible for all follow up activities
• Build and maintain a relationship with the client base with the main focus on service and operations
• Assist in developing annual client review materials
• Assist the Senior Wealth Advisor as requested
• Interact with the firms operations team on all planning and follow up
• Develop and maintain written systems of all activities
• Attend all training and information sharing meetings scheduled for the operations team
• Maintain all continuing education requirements of a wealth advisor plus required training elements
• Attend all firm client events

 
Knowledge, Skills & Abilities

• Excellent interpersonal skills
• Excellent communication 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
• A burning desire to succeed
• Ability to handle multiple tasks and handle stress
• FINRA Series 7, 63
• Clean U-4 and U-5 history
• Bachelor's degree or higher strongly preferred

 
Helpful

• Previous sales experience
• CFP®
• 3 to 5 or more years of investment advisory experience

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.