Senior Financial Advisor

4 weeks ago


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

Job Summary: We are seeking a Senior Financial Advisor to join our team at Carson Group Holdings, LLC. The successful candidate will have a strong background in finance and accounting, excellent analytical and communication skills, and the ability to work effectively in a fast-paced environment.

About the Company: Carson Group Holdings, LLC is a leading provider of financial services, including wealth management, investment advice, and retirement planning. Our company culture is built on the principles of integrity, teamwork, and innovation.

Key Responsibilities:

  • Provide financial advisory services to clients, including investment advice and retirement planning.
  • Analyze financial data and prepare financial reports and recommendations.
  • Collaborate with cross-functional teams to drive financial initiatives and improve financial performance.
  • Develop and maintain relationships with clients and other stakeholders.

Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Minimum 5 years of experience in finance and accounting.
  • Strong quantitative and analytical abilities, with experience in financial modeling and forecasting.
  • Advanced Excel skills, with experience with financial software/tools a plus.
  • Ability to clearly communicate complex financial concepts to both finance and non-finance stakeholders.

Salary: $100,000 - $130,000 per year, depending on experience.



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