About the job

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

Deliver exceptional client service and support that exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and process improvements to enhance office operations. Manage multiple projects professionally while overseeing objectives and ensuring quality control.

What To Expect

What You Need

Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
Minimum of five years of experience in financial services or banking industry required.
Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
Strong research and problem-solving skills.
Exceptional attention to detail with curiosity and eagerness to learn.
Ability to compile statistics and reports accurately.
Excellent organizational, project management, and time management skills.
Ability to manage multiple projects with precision.
Strong written and verbal communication skills.
Desire for continual personal and professional growth.

EEO Statement:

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:

Starting annual base salary between $65,000 - $81,250.
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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Carson Wealth

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