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Carson Group · 21 hours ago

Wealth Advisor

Lake Oswego, OR

Full-time

Onsite

Mid, Senior Level

$60K/yr - $125K/yr

5+ years exp

Carson Group is a company dedicated to providing trusted financial advice and services. They are seeking a Wealth Advisor to establish new client relationships and support existing clients, focusing on financial planning and investment advisory services.

AdviceEducationFinancial ServicesMarketing

Responsibilities

Provide information/education to clients about the purpose and details of financial plans, services, and strategies

Source prospective client opportunities by capitalizing on networking and referrals

Servicing 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 advisor team meetings, training, and continuing education requirements

Own the responsibility for all communication with the client base including phone calls, emails and meetings

Review investment products currently held in clients’ accounts and reallocate to the appropriate model to help clients meet their financial objectives

Maintain all continuing education requirements of a wealth advisor plus required training elements

Attend firm client events

Qualification

Investment advisory experienceActive Series 65Certified Financial Planner™Business development skillsSalesforceEmoney/Moneyguide ProClient-centric approachMultitaskGenuine interest in serving othersInterpersonal skillsCommunication skillsOrganizational skillsTime management skills