Senior Financial Strategist

2 days ago


Omaha, Nebraska, United States Carson Group Holdings, LLC Full time
Job Overview

As a Senior Financial Strategist, you will play a pivotal role in shaping the financial futures of High Net Worth (HNW) and Ultra High Net Worth (UHNW) families with complex financial needs. Reporting to our Wealth Strategists and Senior Wealth Advisors, you will provide expert planning support to deliver comprehensive wealth plans that address clients' needs in areas such as cash flow, education planning, tax planning, major purchase planning, risk management, retirement planning, and estate planning.



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