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 nearly $6 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 services profession that has been #1 with our broker/dealer for the last 24 years. Join a team that was inducted into Barron’s inaugural Hall of Fame and has been ranked among the nation’s top advisors since 2004. We are looking for a motivated, professional, and energetic individual with experience in a wide variety of roles.

The Role of the Business Development Officer

The Business Development Officer will work to improve the organization’s market position and achieve financial growth. This person defines long-term organizational strategic goals, builds key client relationships, identifies business opportunities and maintains extensive knowledge of current market conditions. The Business Development Officer will work to increase sales opportunities and thereby maximize revenue for the organization. The Business Development Officer will manage their own book of business while also providing ongoing leadership and mentorship to their team of wealth advisors.They call on clients, often being required to make presentations on solutions and services that meet or predict their clients’ future needs.

The Business Development Officer will be responsible for the following activities:

• Manage a team of wealth advisors by building a business model suitable for expansion
• Provide leadership through coaching and mentoring of wealth advisors
• Develop and execute sales training curriculum
• Source prospective client opportunities by capitalizing on networking and referrals
• Promote established investment models and strategies that are suitable for our targeted clients
• Service client needs and requirements as determined through client interaction
• Promote the firm’s wealth enhancement and planning services
• Adhere to all company and industry supervisory guidelines and policies
• Participate in daily morning advisor meetings, training, and continuing education requirements

Qualifications/Industry Experience:

• 10 plus years of investment advisory experience
• Business development skills
• Excellent communication skills
• Bachelor's degree or higher strongly preferred
• Active Series 7 license
• Active Series 65 or 66
• Life, Health and LTC Licenses
• Certified Financial Planner (CFP) preferred
• Clean U-4 and U-5 history

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 newer 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.