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Wealth Planner

Department: Wealth Enhancement Group
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 Want

In this dynamic role, we will rely on you to provide wealth planning services for high-net worth clients across our organization. This will require you to focus on our clients’ needs in the areas of cash flow, education planning, tax planning, major purchase planning, risk management, retirement planning and estate planning. Additionally, you will work with our clients and other Wealth Enhancement Group team members to prepare, present, implement, monitor and maintain wealth plans.


What To Expect


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.