Carson Group · 5 hours ago
Wealth Advisor- Cedar Rapids, IA
Cedar Rapids, IA 52403, USA
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $125K/yr
5+ years expCarson Wealth is a fiduciary practice focused on wealth management. They are seeking a Wealth Advisor to build and establish client relationships while providing advisory services and ensuring exceptional client experiences.
AdviceEducationFinancial ServicesMarketing
Responsibilities
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
Proven ability to attract new clients to the firm
Collaborate proactively, professionally and effectively with team members from other 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
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
Actively source new opportunities and build client base
Source and leverage new opportunities from existing client book
Develop and present plan for creating a COI network
Has an existing and active COI network
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
We require our team members to work a majority of their time in office
An existing and established book of business
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, and 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), preferred
5+ years investment advisory experience
CFP or CFA preferred
Active Series 65 or 66 license
Bachelor's Degree in Finance or related field, preferred
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