Sr. Wealth Advisor- Palatine, IL

divh2Sr. Wealth Advisor- Palatine, IL/h2pWelcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys./ppAs a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and a part of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of./ppIf you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family./ppThe Senior Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firms Core Values and Core Focus in any setting with ease./ppFully understand and ability to lead/present the Proven Process/ppUnderstand Bucketing, Investment and Tax Strategies utilized/ppDemonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings/ppProven ability to attract new clients to the firm/ppCollaborate proactively, professionally and effectively with team members from other offices/ppProvide excellent client service independently and efficiently/ppEffectively prepare for client meetings with team/ppLead and present entire client meeting/ppDelegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of./ppDemonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available/ppSkillfully navigate hard/emotional client conversations/ppCommunicate relatable life and client experiences/ppHandle largest, most complex and demanding clients/ppProactive approach to client needs/ppDevelop Crucial Conversation and Active Listening skills/ppAbility to prioritize clients Top of Mind items during client meetings/ppEmpathetic and genuine care for clients, their families and circumstances/ppKnowledgeable and effective with complex client situations/ppUnrelenting determination to do whats best for client/ppActively source new opportunities and build client base/ppSource and leverage new opportunities from existing client book/ppDevelop and present plan for creating a COI network/ppHas an existing and active COI network/ppCreate/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach./ppAbility and willingness to teach and present/ppMentor to Associate Wealth Advisors, Client Service Associates and rest of team/ppKeep up to date with relevant financial planning news/ppMaintain all professional Continuing Education and training requirements/ppDemonstrates strong leadership skills/ppDemonstrates mastery in technology and financial planning/ppParticipate in internal meetings/ppDevelop quarterly Key Performance Indicators (KPIs)/ppAdhere to Compliance policies and procedures/ppWe require our team members to work a majority of their time in office. Some travel may be required/ppExperience working with HNW and Ultra HNW clients/ppAn existing and established book is not necessary but will be considered in overall compensation/ppClean U-4 and U-5 history/ppComputer literacy and aptitude for learning new programs and processes:/ppKnowledge of Office Suite (Word, Excel, PowerPoint, Teams), required/ppKnowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred/ppExcellent interpersonal, communication, and prioritization skills/ppExcellent attitude and an extraordinary client service orientation/ppA genuine interest in serving and caring for other people/ppExcellent organizational and time management skills/ppAbility to be present and on time for client meetings/ppSelf-motivation and a desire for growth/ppAbility to take direction and a desire to support all team members/pp5+ years investment advisory experience/ppCFP or CFA preferred/ppActive Series 65 or 66 license/ppBachelors degree in finance or related field, preferred/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:/ppThe base pay for this position ranges from $125,000 to $175,000. Total compensation may be higher based on variable compensation opportunities tied to individual performance and business results . Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience./ppVariable compensation potential (Bonus and/or commissions)/ppCompetitive 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./ppEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor./p/div