Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Wealth Advisors for our Valparaiso, IN office. 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 achieve future success, we believe in cultivating a vibrant, fun, and familial atmosphere where every member feels valued and integral to our shared vision of partnering in the pursuit of financial freedom.
At Carson Wealth, our core values shape everything we do. 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.
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
Client Service
Business Development
Constant and Never-Ending Improvement
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
** This is an in-office position at our Valparaiso, 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
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
Computer literacy and aptitude for learning new programs and processes:
Ability to take direction and a desire to support all team members