Wealth Planner
4 weeks ago
Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want In this dynamic role, we will rely on you to provide wealth planning services for Carson Wealth clients. This will require you to focus on our clients’ needs in the areas of cash flow, education planning, tax planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with Advisors and clients to prepare, present, implement, monitor and maintain wealth plans. What To Expect Demonstrate the wealth planning software to clients Work with Carson Wealth Advisors to gain an understanding of our wealth planning client's background and objectives Input client information into web-based, planning software Develop a close, long-term relationship with our wealth advisors and clients to understand their current circumstances and future needs or wishes Educate internal and external users on utilizing the wealth plan system Update wealth plans, as necessary, to maintain reliable and current information Generate and deliver the wealth plan Create and modify PowerPoint presentations to highlight wealth plan data for client meetings Continually look for ways to improve the wealth planning process Educate advisors and clients on new strategies, tax law changes, and regulatory requirements Strategize with advisors on client solutions and advice What You Need The ability to maintain strict confidentiality. Extreme attention to detail. 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 handle multiple tasks and deadlines. Excellent phone and personal communication skills. Drive for professional growth. Ability to work independently and as a team member. Preferred Education And Experience Bachelor's degree required. Professional designations such as CFP, CPA, or JD highly desirable. Minimum of 2 years’ experience in the brokerage, insurance, or financial industry. Microsoft Office Suite - Intermediate level. eMoney, MoneyGuide and Salesforce experience preferred. In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. #J-18808-Ljbffr
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Wealth Planner
3 weeks ago
Omaha, United States Harrison Financial Services Full timeJob Summary Harrison Financial Services is seeking a highly skilled and knowledgeable Wealth Planner to join our private wealth management group. This role will function as a liaison between our clients and our Lead Advisor team, providing exceptional service and client support. General Responsibilities Build and maintain strong relationships with new...
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Wealth Planner
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Omaha, United States Harrison Financial Services Full timeJob SummaryHarrison Financial Services is seeking a highly skilled and knowledgeable Wealth Planner to join our private wealth management group. This role will function as a liaison between our clients and our Lead Advisor team, providing exceptional service and client support.General ResponsibilitiesBuild and maintain strong relationships with new and/or...
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Wealth Planner
2 months ago
Omaha, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
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Wealth Planner
2 months ago
Omaha, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
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Omaha, United States Revolution Group, LLC Full timeJob DescriptionJob DescriptionJoin our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NEAre you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we...
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Wealth Advisor
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Omaha, United States Revolution Group, LLC Full timeJob DescriptionJob DescriptionJoin our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NEAre you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we...
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Financial Wealth Strategist
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Omaha, Nebraska, United States Carson Group Holdings, LLC Full timePosition OverviewAbout UsIn a world where trust is paramount, we prioritize our clients' needs above all else. Our mission is to deliver exceptional value while fostering lasting relationships. We are committed to being a beacon of reliability in financial guidance.Carson Group Holdings, LLC operates through three main divisions, each dedicated to enhancing...
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Omaha, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
