Relationship Associate

Who We Are

In 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. It’s 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.

We 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

Who We Want

The Relationship Associate provides administrative and client-service support to the advisory team. This role focuses on preparing, scheduling, and documenting client review meetings, maintaining accurate client records, and assisting clients with online access. The Relationship Associate ensures a smooth and organized client experience by supporting advisors with timely, high-quality administrative tasks. In addition to these responsibilities, this role will also provide support for local marketing initiatives.

• Service Advisors and clients with white glove support and communication.
• Schedule review appointments for Lead and Service Advisors.
• Prepare annual and periodic client review materials and ensure all documents are complete prior to meetings.
• Document client reviews, including advisor notes, follow-up items, and required tasks.
• Scan and upload meeting notes, tax returns, estate planning documents, and other client materials into the system.
• Assist clients with setting up and navigating online access at custodians and within Carson CX.
• Help clients utilize Carson technology tools and troubleshoot basic issues.
• Update and maintain accurate client information in Salesforce and other systems.
• Input advisor case notes into Salesforce and create tasks to support workflow.
• Provide timely, professional communication to clients and advisors to support a high-quality client experience.
• Events & Community Engagement: Plan and manage client, prospect, and community events including appreciation events, seminars, and workshops. Oversee logistics such as invitations, RSVPs, presentations, vendors, catering, and cost tracking.
• Assist with content coordination and basic updates for social media, email campaigns, and other marketing channels as directed.

What You Need

• Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, Salesforce, etc.) preferred.
• Experience coordinating or project managing client events preferred.
• Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
• Strong desire for research and problem solving.
• Unwavering attention to details
• Natural desire and curiosity to learn.
• Ability to compile statistics and reports.
• Exceptional planning and organizational skills
• Project and time management skills
• Manage multiple projects with precision and pride.
• Excellent written and verbal communication skills
• Strong desire for continual personal and professional growth

Preferred Education and Experience

• Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred.
• 5 years of experience in the financial or banking industry

EEO Statement:

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. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

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:

• Starting annual base salary between $45,000 - $57,500.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental 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.

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.