Wealth Advisor- Cedar Rapids, IA
Carson Group, Cedar Rapids, IA, United States
Who We Are
Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients’ best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys.
Job Details
We are very growth‑minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and part of the same vision, which is to provide a world‑class experience for clients across the country and the ability to grow in a career you can be proud of.
If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth‑minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.
Who We Want
The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions‑focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well‑formed and active COI network. They will show continuous effort in proven return‑on‑investment activities. They will be willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease.
What To Expect
Fully understand and ability to lead/present the Proven Process
Understand Bucketing, Investment and Tax Strategies utilized
Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
Proven ability to attract new clients to the firm
Collaborate proactively, professionally and effectively with team members from other offices
Client Service skills
Provide excellent client service independently and efficiently
Effectively prepare for client meetings with team
Lead and present entire client meeting
Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available
Skillfully navigate hard/emotional client conversations
Communicate relatable life and client experiences
Handle largest, most complex and demanding clients
Proactive approach to client needs
Develop Crucial Conversation and Active Listening skills
Ability to prioritize client’s "Top of Mind" items during client meetings
Empathetic and genuine care for clients, their families and circumstances
Knowledgeable and effective with complex client situations
Unrelenting determination to do what’s best for client
Business Development skills
Actively source new opportunities and build client base
Source and leverage new opportunities from existing client book
Develop and present plan for creating a COI network
Has an existing and active COI network
Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
Ability and willingness to teach and present
Mentor to Associate Wealth Advisors, Client Service Associates and rest of team
Constant and Never‑Ending Improvement
Keep up‑to‑date with relevant financial planning news
Maintain all professional Continuing Education and training requirements
Demonstrates strong leadership skills
Demonstrates mastery in technology and financial planning
Participate in internal meetings
Develop quarterly Key Performance Indicators (KPI’s)
Adhere to Compliance policies and procedures
What You Need
We require our team members to work a majority of their time in office. Some travel may be required.
An existing and established book of business
Clean U‑4 and U‑5 history
Computer literacy and aptitude for learning new programs and processes:
Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred
Excellent interpersonal, communication, and prioritization 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
Ability to be present and on time for client meetings
Self‑motivation and a desire for growth
Ability to take direction and a desire to support all team members
Preferred Education And Experience
5+ years investment advisory experience
CFP or CFA preferred
Active Series 65 or 66 license
Bachelor’s Degree in Finance or related field, preferred
EEO Statement
We are an equal‑opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. Carson strives to promote health and wellness by maintaining a tobacco‑free workplace.
The Total Rewards Expected For This Role Include
The base pay for this position across all US geographic markets “ranges” from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job‑related knowledge, skills, and experience.
Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long‑Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
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Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients’ best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys.
Job Details
We are very growth‑minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and part of the same vision, which is to provide a world‑class experience for clients across the country and the ability to grow in a career you can be proud of.
If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth‑minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.
Who We Want
The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions‑focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well‑formed and active COI network. They will show continuous effort in proven return‑on‑investment activities. They will be willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease.
What To Expect
Fully understand and ability to lead/present the Proven Process
Understand Bucketing, Investment and Tax Strategies utilized
Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
Proven ability to attract new clients to the firm
Collaborate proactively, professionally and effectively with team members from other offices
Client Service skills
Provide excellent client service independently and efficiently
Effectively prepare for client meetings with team
Lead and present entire client meeting
Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available
Skillfully navigate hard/emotional client conversations
Communicate relatable life and client experiences
Handle largest, most complex and demanding clients
Proactive approach to client needs
Develop Crucial Conversation and Active Listening skills
Ability to prioritize client’s "Top of Mind" items during client meetings
Empathetic and genuine care for clients, their families and circumstances
Knowledgeable and effective with complex client situations
Unrelenting determination to do what’s best for client
Business Development skills
Actively source new opportunities and build client base
Source and leverage new opportunities from existing client book
Develop and present plan for creating a COI network
Has an existing and active COI network
Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
Ability and willingness to teach and present
Mentor to Associate Wealth Advisors, Client Service Associates and rest of team
Constant and Never‑Ending Improvement
Keep up‑to‑date with relevant financial planning news
Maintain all professional Continuing Education and training requirements
Demonstrates strong leadership skills
Demonstrates mastery in technology and financial planning
Participate in internal meetings
Develop quarterly Key Performance Indicators (KPI’s)
Adhere to Compliance policies and procedures
What You Need
We require our team members to work a majority of their time in office. Some travel may be required.
An existing and established book of business
Clean U‑4 and U‑5 history
Computer literacy and aptitude for learning new programs and processes:
Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred
Excellent interpersonal, communication, and prioritization 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
Ability to be present and on time for client meetings
Self‑motivation and a desire for growth
Ability to take direction and a desire to support all team members
Preferred Education And Experience
5+ years investment advisory experience
CFP or CFA preferred
Active Series 65 or 66 license
Bachelor’s Degree in Finance or related field, preferred
EEO Statement
We are an equal‑opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. Carson strives to promote health and wellness by maintaining a tobacco‑free workplace.
The Total Rewards Expected For This Role Include
The base pay for this position across all US geographic markets “ranges” from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job‑related knowledge, skills, and experience.
Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long‑Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
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