Wealth Advisor

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

Join a highly respected and fast-growing firm as a Wealth Advisor, serving as a strategic and trusted partner to a sophisticated client base in our Franklin Lakes office. This is a high-impact role for an experienced advisor who thrives on delivering comprehensive and personalized wealth strategies to high-net-worth clients.

You'll work with the team to support an existing book of business with high-net-worth households averaging $3M+ in AUM. Beyond managing relationships, you’ll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients.

What To Expect

• Client Relationship Management
• Serve on a team of lead advisors for sophisticated HNW clients, delivering proactive, high-touch service that reflects our firm's commitment to excellence
• Support ongoing, consultative relationships with clients, offering tailored planning strategies in tax optimization, estate planning, retirement income, and risk management
• Act as subject matter expert in advanced planning strategies, including charitable giving, business succession, and tax-efficient withdrawal strategies
• Business Development & Growth
• Identify opportunities for clients to benefit from the firm's broader wealth enhancement and planning solutions
• Support the Business Development team in prospect conversations
• Represent the firm at client appreciation events and community engagements
• Collaboration & Leadership
• Collaborate with internal planning, investment, and client service teams to ensure seamless client experience
• Partner with Franklin Lakes office stakeholders to identify process improvement and client experience opportunities
• Help shape the office's growth trajectory by mentoring junior talent, contributing to strategy, and participating in key planning discussions

What You Need

Preferred Education and Experience

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 :

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.