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Wealth Management Advisor

2 months ago

Hanover, New Hampshire, United States Carson Group Holdings, LLC Full time
Job Summary

We are seeking a highly skilled Wealth Management Advisor to join our team at Carson Group Holdings, LLC. As a key member of our organization, you will be responsible for establishing new client relationships, providing advisory services, and supporting current clients.

Key Responsibilities
  • Provide expert guidance to clients on financial products, services, and strategies.
  • Identify and capitalize on new business opportunities through networking and referrals.
  • Promote our investment models and strategies to targeted clients.
  • Deliver exceptional service to clients, meeting their needs and requirements.
  • Adhere to all company and industry guidelines and policies.
  • Participate in daily meetings, training, and continuing education requirements.
  • Build and maintain strong relationships with clients, focusing on service and operations.
Requirements
  • Proven business development skills.
  • Excellent interpersonal and communication skills.
  • Strong attitude and client service orientation.
  • Ability to handle multiple tasks and priorities simultaneously.
Preferred Qualifications
  • 5-10 years of investment advisory experience.
  • Bachelor's degree or higher.
  • Active Series 7 license.
  • Active Series 65 or 66.
  • Life, Health, and LTC Licenses.
  • Clean U-4 and U-5 history.
  • Certified Financial Planner (CFP) preferred.
  • Certified Financial Analyst (CFA) desirable.
What We Offer

In exchange for your expertise, we offer a competitive base salary, bonus potential, 401(k) matching, health benefits, and a dynamic working environment. Our culture is fast-paced, collaborative, and focused on healthy living. We strive to promote the health and wellness of our stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and welcome applications from qualified candidates without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.