Wealth Advisor

  • Location

    USA-NE-Omaha
  • Remuneration

    100% commission based on your book of business.
  • Position Type

    Contract
  • Employment type

    Full time
  • Updated

    04 Nov 2008
  • eFC Ref no

    458178
Carson Wealth Management Group is looking for a Wealth Advisor in the Omaha metro area who has built successful relationships with clients.

Did you know that Carson Wealth Management Group has been #1 with its broker/dealer for the last 18 years?

A Wealth Advisor will:

  • Provide a positive and professional service to high net worth clients.
  • Analyze financial information to determine strategies, products, and services to help clients meet their financial objectives.
  • Provide information/education to clients about the purpose and details of financial products, services, and strategies.
  • Build and maintain a relationship with a client base and acquire new clients on an ongoing basis.

A Wealth Advisor will have:

  • A minimum of five years of sales experience.
  • FINRA Series 7, 63, 65.
  • A college degree, but not required.
  • Excellent interpersonal and organizational skills and communication abilities to be an effective team player.
  • A high degree of self confidence.
  • A client service attitude.
  • A CFP® is preferred.

We also offer a great working environment in a brand new professional West Omaha office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on healthy living.

If you are interested in applying for this opportunity, please submit your resume and letter of interest to Shelly Kerber at skerber@succeedwithpeak.com.

Did you know that Carson Wealth Management Group has been identified in the top 30 of all brokerage and banks in Barron’s for 2008 and #3 in Barron’s best independent financial advisor list for 2007?

Did you know that Carson Wealth Management Group is looking for a motivated professional with experience in a wide variety of wealth planning functions?

If you have a relentless, burning desire to succeed and want to share our vision of being "the most trusted for our professional knowledge, integrity, and personalized service", then we would like to hear from you! 

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