Private Client Specialist

3 days ago


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

Career Opportunity

Are you a motivated individual looking to advance your career in wealth planning? Do you have a passion for working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) families?

About Us

Carson Group Holdings, LLC is a leading financial advisory firm dedicated to providing top-notch wealth planning services to HNW and UHNW families.

Job Description

This is an excellent opportunity for a skilled Private Client Specialist to join our team and contribute to the success of our company. As a Financial Advisor Coordinator, you will play a crucial role in providing planning support to Wealth Strategists and Senior Wealth Advisors, taking a lead role with next-generation clients, and demonstrating wealth planning software to clients.

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

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.

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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