Associate Wealth Advisor- Littleton, CO

divh2Associate Wealth Advisor- Littleton, CO/h2pIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change./ppWe serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice./ppThe Associate Wealth Advisor will establish new client relationships while providing advisory services and support to existing clients. Deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences./ppClient Service Relationship Management: Provide positive and professional service to assigned clients. Handle all client communications, including phone calls, emails, and meetings. Gather and prepare data for client reviews. Develop close, long-term relationships to understand client circumstances, goals, and future needs. Attend client events and maintain ongoing engagement./ppAdvisory Support Investment Management: Review current investment products held in advisory and brokerage accounts. Reallocate to appropriate models to help clients meet financial objectives. Promote established investment models and wealth enhancement strategies suitable for targeted clients. Coordinate money movement, strategy changes, and paperwork with the operations team as needed./ppBusiness Development Growth: Source prospective clients through networking, referrals, and firm-generated leads. Identify opportunities within the existing client base. Promote the firms wealth enhancement and trust services to support business growth./ppCompliance Professional Development: Adhere to company and industry supervisory guidelines and policies. Participate in daily advisor meetings, training sessions, and continuing education. Maintain all required continuing education and licensing requirements./ppOther Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives./ppWhat You Need:/pulliBachelors degree in Business, Finance, or related field required./liliMinimum of one to three years of investment advisory experience preferred./liliActive 66, 65, or professional designation which can qualify as registration qualification (e.g. CFP) required./liliClean U4 and U5 history required./liliStrong business development skills required./liliExcellent interpersonal and communication skills required./liliExceptional client service orientation required./liliStrong organizational and time management skills required./liliAbility to manage multiple tasks and priorities simultaneously required./liliGenuine interest in serving and caring for others required./li/ulpCandidates who do not currently hold the required securities licenses may be considered for this opportunity in an interim capacity as a Financial Services Associate. In this scenario, the individual would be expected to obtain the necessary licensing within a defined timeframe as a condition of progression into the Associate Wealth Advisor role./ppIn 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, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace./ppWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law./ppThe total rewards expected for this role include:/pulliStarting annual base salary between $65,000 | $75,000/liliVariable compensation potential (Bonus and/or commissions)/liliCompetitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and ADD Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs/li/ul/div