Director, Wealth Planning

1 month ago

Omaha, United States Carson Group Holdings, LLC Full time
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

The Director of Financial Planning has many responsibilities. The primary role is to manage the operations of the Financial Planning team. Ensure the highest levels of customer service are being maintained & foster a department of teamwork. This person will be key member on the Advanced Solutions Leadership Team. Provide strategy for process improvement, cross functioning coordination & build education for partner & client education. Working directly with the SVP of Advanced Solution on future technology integrations & new initiatives.

What To Expect
  • Manage the day-to-day operation of the planning department including oversight responsibility for compliance.
  • Combine technical expertise with management skill as a hands-on technical supervisor.
  • Prepare and present advisor & client education.
  • Demonstrate and sell wealth plan solutions to existing and potential partners.
  • Recommend planning solutions which are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
  • Balance department growth, referral activities, customer follow up, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan.
  • Planning and managing resources (time, people, budget) to run a productive department.
  • Seek the expertise of team members, where appropriate, to identify planning strategies for a client.
  • Establish and maintain relationship with the management team and inform management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies.
  • Complete mandated training, assessments, performance goals and continuing education requirements.
  • Complete semi-annual performance reviews of team members.
  • Market the department's services internally and externally.
What You Need
  • Manage the operation of the financial planning department
  • Build and maintain partner firm relationships
  • Provide oversight of all financial planning activities to maintain CFP standards
  • Provide excellent customer service
  • Guide and develop team member expertise
  • Strong technical skills in all aspects of wealth planning
  • Supervisory experience
  • Experience with financial planning software (MoneyGuide, eMoney, Naviplan or similar)
  • Excellent communicator and collaborator
  • Superior client service skills
Preferred Education and Experience
  • Bachelor's degree in business administration, accounting, finance, or similar field of study
  • 10+ years of financial planning experience
  • CFP required
  • Additional credentials preferred (MS, JD, CPA, etc.)


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.

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