Job Details

Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Join a highly respected and fast-growing firm as a Wealth Advisor, serving as a strategic and trusted partner to a sophisticated client base in our Franklin Lakes office. This is a high-impact role for an experienced advisor who thrives on delivering comprehensive and personalized wealth strategies to high-net-worth clients.

You'll work with the team to support an existing book of business with high-net-worth households averaging $3M+ in AUM. Beyond managing relationships, you’ll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients.

What To Expect

Client Relationship Management
- Serve on a team of lead advisors for sophisticated HNW clients, delivering proactive, high-touch service that reflects our firm's commitment to excellence
- Support ongoing, consultative relationships with clients, offering tailored planning strategies in tax optimization, estate planning, retirement income, and risk management
- Act as subject matter expert in advanced planning strategies, including charitable giving, business succession, and tax-efficient withdrawal strategies
Business Development & Growth
- Identify opportunities for clients to benefit from the firm's broader wealth enhancement and planning solutions
- Support the Business Development team in prospect conversations
- Represent the firm at client appreciation events and community engagements
Collaboration & Leadership
- Collaborate with internal planning, investment, and client service teams to ensure seamless client experience
- Partner with Franklin Lakes office stakeholders to identify process improvement and client experience opportunities
- Help shape the office's growth trajectory by mentoring junior talent, contributing to strategy, and participating in key planning discussions

What You Need

10–15 years of experience as a financial advisor in the RIA or private wealth space
Bachelor's degree required
CFP® designation required
Life and Health Insurance license required
Active Series 65 or 66
Proven success advising high-net-worth and ultra-high-net-worth individuals and families
Depth in complex financial planning, especially tax planning and retirement income distribution
Proficiency in planning tools such as eMoney or MoneyGuidePro
Excellent communication skills with ability to simplify complexity and build lasting trust
Proactively anticipate needs, solve issues before escalation, and maintain optimized internal processes to ensure high service delivery standards
Identify and implement continuous improvement opportunities in customer experience and operations with high attention to detail and ownership-driven approach

Preferred Education And Experience

CPA, CPWA®, or Master’s in Taxation highly preferred
Series 7 preferred
Clean U4
Based in or willing to commute regularly to Franklin Lakes, NJ

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

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.

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.

Carson Group

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