Financial Advisor Coordinator
3 weeks ago
Job Overview
We are seeking a skilled Financial Advisor Coordinator to join our team at Carson Group Holdings, LLC. This dynamic role involves providing wealth planning services for High Net Worth (HNW) and Ultra High Net Worth (UHNW) families with complex financial needs.
Salary and Benefits
The estimated salary for this position is $60,000 - $80,000 per year, plus bonus potential, 401(k) matching, health benefits, and a great working environment.
Responsibilities
- Provide planning support to Wealth Strategists and Senior Wealth Advisors
- Act as a co-pilot in client presentations, supporting the Wealth Strategist and Senior Wealth Advisor as they lead
- Take a lead role with next-generation clients inside the Private Client families we serve
- Demonstrate the wealth planning software to clients
- Input client information into web-based planning software
- Develop close, long-term relationships with our clients to understand their current circumstances and future needs or wishes
- Update wealth plans as necessary to maintain reliable and current information
- Generate and deliver comprehensive wealth plans tailored to HNW and UHNW clients
- 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
Requirements
- Bachelor's degree required
- Professional designations such as CFP, CPA, or JD highly desirable
- Minimum of 2 years' experience in wealth planning, ideally working with HNW and UHNW clients
- Microsoft Office Suite – Intermediate level
- eMoney, MoneyGuide, and Salesforce experience preferred
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