Financial Advisor

1 month ago

Farmington Hills, United States Carson Wealth Full time
Job DescriptionJob DescriptionWho we are:

Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. 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 be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.

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…Financial Advisor

The Lead Financial Advisor position is the backbone of the Ensemble Practice. 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
  • 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
    • 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
Position Requirements:
  • This is an in-office position located in Farmington Hills, MI. 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
  • 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
  • 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
  • Ability to take direction and a desire to support all team members

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