Carson Group · 2 weeks ago
Wealth Advisor- Portland/Lake Oswego
Lake Oswego, OR
Full-time
Onsite
Mid, Senior Level
$60K/yr - $125K/yr
5+ years expCarson Wealth is a fiduciary practice focused on providing exceptional wealth management services. The Wealth Advisor role is crucial for establishing new client relationships and delivering top-tier advisory services while demonstrating strong leadership and business development skills.
AdviceEducationFinancial ServicesMarketing
Responsibilities
Proficient in Proven Process
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
Ability to attract new clients to the firm
Collaborate proactively, professionally and effectively with team members from other satellite offices
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
Provide positive interactions with the toughest client requests
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 and client acquisition & actively source opportunities from existing client book
Develop and present plan for creating a COI network and/or a well-formed and active COI network
In depth knowledge of Carson Wealth’s mission and vision
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
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
Qualification
Required
Bachelor's Degree or 5+ years investment advisory experience
Has obtained one (or more) of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD
Active Series 65 license
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
Excellent interpersonal & communication skills
Excellent 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
Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide)
Benefits
401(k) plus matching
Health benefits
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
Holistic Wellbeing Programs
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
2026-01-17
GlobeNewswire
2026-01-16
2026-01-13
Company data provided by crunchbase