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Carson Group Jobs (NOW HIRING)

Carson Group

Associate Wealth Advisor

Baton Rouge, LA · On-site

$60K - $75K/yr

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 ...

Carson Group

Marketing Specialist

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 ...

Carson Group

Wealth Advisor

Baton Rouge, LA · On-site

$145K/yr

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 ...

Carson Group

Director, Learning & Development

Omaha, NE · On-site +1

$103K - $137K/yr

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 ...

Carson Group

Marketing Manager

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 ...

Carson Group

Relationship and Operations Manager

Arvada, CO · On-site

$65K - $77K/yr

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 ...

Carson Group

Relationship & Operations Associate

Irvine, CA · On-site

$26.44 - $30.96/hr

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 ...

Carson Group

Analyst, Billing Data

$52K - $63K/yr

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 ...

Carson Group

Tax Prep Intern

$17 - $22/hr

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 ...

Carson Group

Marketing Manager

Omaha, NE · On-site +1

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 ...

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How much do carson group jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for carson group in the United States is $17.80, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.95 per hour, depending on experience, location, and employer.

What does collaboration typically look like for team members at Carson Group, and how does it impact daily responsibilities?

At Carson Group, collaboration is integral to the company's client-centric approach. Team members regularly work cross-functionally, partnering with advisors, marketing, operations, and technology teams to deliver comprehensive wealth management solutions. Daily responsibilities often include joint meetings, shared project management tools, and frequent communication to ensure alignment on client goals and business objectives. This collaborative environment fosters continuous learning and provides opportunities to contribute to diverse projects, enhancing both personal and team growth.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Carson Group, and why are they important?

To thrive as a Financial Advisor at Carson Group, you need a solid background in finance, investment strategies, and client relationship management, often supported by a relevant degree and industry certifications such as CFP or Series 7/66. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Strong interpersonal skills, ethical judgment, and proactive communication help build trust and long-term client relationships. These competencies are crucial for delivering personalized financial solutions and maintaining Carson Group's high standards of client service.

What is Carson Group?

Carson Group is a financial services firm that provides wealth management solutions, coaching, and partnership opportunities for financial advisors and investors. The company offers a range of services, including investment management, financial planning, and business consulting. Carson Group is known for its client-centric approach and innovative technology, helping advisors grow their practices and better serve clients. The firm supports both independent advisors and investors seeking personalized financial guidance.

What is the difference between Carson Group vs Financial Advisor?

AspectCarson GroupFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentCorporate office, client-facing, team-basedIndependent or firm-based, client-facing, flexible
Employer & IndustryFinancial services firms, investment advisory firmsBanking, independent advisory firms, financial planning
Common Search/ComparisonYesYes

Carson Group is a financial services firm that employs financial advisors among other roles. A Financial Advisor is a professional who provides financial planning and investment advice, often working independently or within firms. While both roles require similar certifications and work in the financial industry, Carson Group serves as an employer and platform for financial advisors, who are the primary client-facing professionals in this context.

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Carson Group jobs near you
Infographic showing various Carson Group job openings in the United States as of June 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $37,034 per year, or $17.8 per hour.
Associate Wealth Advisor

Associate Wealth Advisor

Carson Group

Baton Rouge, LA • On-site

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

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
Establish new client relationships while providing advisory services and support to existing clients. Deliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences.
Essential Functions
Client Service & Relationship Management: Provide positive and professional service to assigned clients. Handle all client communications, including phone calls, emails, and meetings. Gather and prepare data for client reviews. Develop close, long-term relationships to understand client circumstances, goals, and future needs. Attend client events and maintain ongoing engagement.
Advisory Support & Investment Management: Review current investment products held in advisory and brokerage accounts. Reallocate to appropriate models to help clients meet financial objectives. Promote established investment models and wealth enhancement strategies suitable for targeted clients. Coordinate money movement, strategy changes, and paperwork with the operations team as needed.
Business Development & Growth: Source prospective clients through networking, referrals, and firm-generated leads. Identify opportunities within the existing client base. Promote the firm's wealth enhancement and trust services to support business growth.
Compliance & Professional Development: Adhere to company and industry supervisory guidelines and policies. Participate in daily advisor meetings, training sessions, and continuing education. Maintain all required continuing education and licensing requirements.
Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What You Need
• Bachelor's degree in Business, Finance, or related field required.
• Clean U4 and U5 history required.
• Strong business development skills required.
• Excellent interpersonal and communication skills required.
• Exceptional client service orientation required.
• Strong organizational and time management skills required.
• Ability to manage multiple tasks and priorities simultaneously required.
• Genuine interest in serving and caring for others required.
Preferred Education & Experience
• Minimum of one to three years of investment advisory experience preferred.
• Active 66, 65, or professional designation which can qualify as registration qualification (e.g. CFP) preferred.
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 $60,000 - $75,000.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical 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.

#LI-JS1
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.

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