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Financial Advisor (Brokerage)

Department: Operations (Carson Group Partners)
Location: Omaha, NE

Who We Are

Carson Group Holdings (“Carson Group”), one of America's fastest growing private companies on the Inc. 5000, serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The Inc. 5000 conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.

Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and personalized accountability that drive proven results.

Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.

All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice.

 

Who We Need

The Brokerage Solutions Group Advisor is a trusted financial advisor advocate for Carson Group clients and prospects with financial planning and investment needs.  This Advisor will provide financial planning, investment management & insurance services. They will support our existing local, regional, and national client base, working with our partner Advisors to broaden the scope of client relationships through an understanding of each individual client’s needs, utilizing an open platform and product-agnostic strategies.

 

What To Expect

Knowledge, Skills, and Abilities

 

What You Need

 

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.