Sr. Wealth Planner

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 Sr. Wealth Planner is a vital member of the Carson Group Advanced Solutions Team. They will offer a proactive approach for improved wealth enhancement by looking for targeted areas of tax, estate and business efficiencies. This dynamic role provides wealth planning for clients across our organization. This will require you to focus on personal and business owners through a holistic planning lens.

The preferred candidate location is in or near Omaha, NE but are open to 100% remote candidates.

What To Expect

• Demonstrate the wealth planning software capabilities to high-net worth clients
• Input client information into web-based, planning software
• Educate advisors on the financial planning software
• Generate and deliver the wealth plan
• Update wealth plans, as necessary, to maintain reliable and current information
• Continually look for ways to improve the wealth planning process
• Provide Tax planning and consulting for CWM and Carson Group Partner clients.
• Available as a subject matter expert for Carson Group Partners on a variety of planning topics.
• Seek the expertise of team members, where appropriate, to identify client planning strategies.
• Complete mandated training, assessments, performance goals and continuing education requirements.
• Educate advisors and clients on new strategies, tax law changes, and regulatory requirements.
• Build and maintain relationships with wealth plan clients to understand their current circumstances and future needs or wishes

What You Need

• Strong technical skills in all aspects of planning
• Experience with financial planning software
• Excellent communicator and team player
• Superior client service skills
• Strong attention to detail and organizational skills
• Ability to handl