Wealth Advisor- Portland/Lake Oswego

Wealth Advisor- Portland/Lake Oswego

Welcome 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.

As 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 apart 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.

If 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.

The 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 establish 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 at this level 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 firm's Core Values and Core Focus in any setting with ease.

Proficient in Proven Process

• Fully understand and ability to lead/present the Proven Process
• Understand Bucketing, Investment and Tax Strategies utilized
• Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
• Ability to attract new clients to the firm
• Collaborate proactively, professionally and effectively with team members from other satellite offices

Client Service

• Provide excellent client service independently and efficiently
• Effectively prepare for client meetings with team
• Lead and present entire client meeting
• Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
• Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available
• Skillfully navigate hard/emotional client conversations
• Communicate relatable life and client experiences
• Provide positive interactions with the toughest client requests
• Handle largest, most complex and demanding clients
• Proactive approach to client needs
• Develop Crucial Conversation and Active Listening skills
• Ability to prioritize client's "Top of Mind" items during client meetings
• Empathetic and genuine care for clients, their families and circumstances
• Knowledgeable and effective with complex client situations
• Unrelenting determination to do what's best for client

Business Development

• Business development and client acquisition & actively source opportunities from existing client book
• Develop and present plan for creating a COI network and/or a well-formed and active COI network
• In depth knowledge of Carson Wealth's mission and vision
• Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
• Ability and willingness to teach and present
• Mentor to Associate Wealth Advisors, Client Service Associates and rest of team

Constant and Never-Ending Improvement

• Keep up-to-date with relevant financial planning news
• Maintain all professional Continuing Education and training requirements

Demonstrates strong leadership skills

Demonstrates mastery in technology and financial planning

Participate in internal meetings

Develop quarterly Key Performance Indicators (KPI's). Adhere to Compliance policies and procedures

We require our team members to work a majority of their time in office. Some travel may be required.

Bachelor's Degree or 5+ years investment advisory experience

Has obtained one (or more) of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD

Active Series 65 license

Clean U-4 and U-5 history

Computer literacy and aptitude for learning new programs and processes:

• Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
• Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred

Excellent interpersonal & communication skills

Excellent prioritization skills

Excellent attitude and an extraordinary client service orientation

A genuine interest in serving and caring for other people

Excellent organizational and time management skills

Ability to be present and on time for client meetings

Self-motivation and a desire for growth

Ability to take direction and a desire to support all team members

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, collaborative, innovative, and focused on healthy living.

We 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.

The total rewards expected for this role include:

• The base pay for this position across all US geographic markets ranges from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

Equal 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.