Wealth Advisor

Who we are:

Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Wealth Advisors, one for our Valparaiso, IN office and one for our Farmington Hills, MI office. As a fiduciary practice, putting our clients’ best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country.  To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys.

As a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To achieve future success, we believe in cultivating a vibrant, fun, and familial atmosphere where every member feels valued and integral to our shared vision of partnering in the pursuit of financial freedom.   

At Carson Wealth, our core values shape everything we do. If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.

Position Expectations - Wealth Advisor

This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will establish new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex, and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority at this level as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease.

  Essential Job Functions:

• 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

• Client Service
  • 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
  • Actively source opportunities from existing client book
  • Develop and present plan for creating a COI network
  • In depth knowledge of Carson Wealth’s Mission, Vision and Way2Wealth process
  • Has a well-formed 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
• Constant and Never-Ending Improvement
  • Stay 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

Position Requirements:

• This is an in-office position. Some travel may be 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
  • Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred
• 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