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Carson Group · 1 day ago

Wealth Advisor

Franklin Lakes, NJ

Full-time

Onsite

Senior Level, Lead/Staff

$60K/yr - $125K/yr

10+ years exp

Carson Group is a fast-growing firm dedicated to providing trusted financial advice and wealth management services. As a Wealth Advisor, you will manage relationships with high-net-worth clients, delivering personalized wealth strategies and collaborating with a team to ensure exceptional client outcomes.

AdviceEducationFinancial ServicesMarketing

Responsibilities

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

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

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

Qualification

CFP® designationLifeHealth Insurance licenseActive Series 65Planning toolsCPACPWA®Communication skillsProblem-solving skillsAttention to detail

Required

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