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Carson Group Jobs (NOW HIRING)

AVP, Business Development

Omaha, NE ยท On-site +1

$75K - $114K/yr

Leverage Carson Group Partner resources to achieve quarterly and annual targets. * Work with Event Producer to coordinate successful Prospect events * Follow the company's sales process.

Manager, Client Acquisition

Omaha, NE ยท On-site +1

$100K - $140K/yr

This is a hybrid role based at Carson Group Headquarters in Omaha, NE. OR remote outside of NE. What To Expect * Sales Leadership & Team Management: Lead and support a team of consultants by ...

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 ...

Wealth Advisor

Baton Rouge, LA ยท 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 ...

Associate Wealth Advisor

Baton Rouge, LA ยท 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 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 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 ...

Relationship & Operations Associate

Irvine, CA ยท 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 ...

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 ...

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How much do carson group jobs pay per hour?

As of Jul 26, 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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What cities are hiring for Carson Group jobs? Cities with the most Carson Group job openings:
What are the most commonly searched types of Carson Group jobs? The most popular types of Carson Group jobs are:
What states have the most Carson Group jobs? States with the most job openings for Carson Group jobs include:
What job categories do people searching Carson Group jobs look for? The top searched job categories for Carson Group jobs are:
Infographic showing various Carson Group job openings in the United States as of July 2026, with employment types broken down into 65% Full Time, 19% Part Time, 1% Temporary, 4% Contract, and 11% Summer. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $37,034 per year, or $17.8 per hour.
AVP, Business Development

AVP, Business Development

Carson Group

Omaha, NE โ€ข On-site, Remote

$75K - $114K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 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
The AVP, Business Development will have in-depth industry understanding, proven experience in prospecting and generating opportunities, current advisor relationships and be knowledgeable of key competitors in the marketplace.
The AVP, Business Development will be responsible for generating leads through various prospecting techniques, generate team production by leveraging regional events, network opportunities, the Carson Group network, and providing support to the National Sales Director, Vice President of Sales Enablement and Vice Presidents of Business Development. The Associate Vice President, Business Development will be responsible for and held accountable to both team and individual activity and sales targets on a weekly, monthly, quarterly, and annual basis.
What To Expect
  • Generate leads for the sales team by using various prospecting and lead generation techniques.
  • Work with the VPs to fill and manage the Sales Pipeline with your respective territory.
  • Responsible for supporting sales process within region from prospecting phase to conversion.
  • Identify prospects, build relationships with current Carson Group Partners, and add new Carson Group Partners.
  • Leverage Carson Group Partner resources to achieve quarterly and annual targets.
  • Work with Event Producer to coordinate successful Prospect events
  • Follow the company's sales process.
  • Participate in weekly sales team meeting and sales training.
  • Collaborate with Business Development team to drive successful sales.
  • Participate in training and continuing education requirements.
  • Perform all other duties as needed or required to maintain and grow profitable business within the defined region.
  • Demonstrate behaviors in alignment with the Carson Core Values.
  • Position will travel nationally as needed.

What You Need
  • Must have demonstrated track record of achieving lead generating objectives.
  • Strong organizational and follow up skills.
  • Thorough knowledge of industry.
  • Must be able to work independently and in team environment.
  • Excellent verbal and written communication skills required.
  • Proficient in Excel, Word, PowerPoint.
  • Must accept demand driven travel and weekend work.

Preferred Education and Experience
  • Bachelor's Degree or higher preferred.
  • 3+ years' experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required.
  • FINRA series 65 licensed preferred.
  • CFPยฎ, CFA or CIMA designated preferred.
  • Clean U-4 and U-5 history.

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 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 $75,400-$114,950.
  • Variable compensation potential (Bonus and/or commissions).
  • Target total compensation if sales goals/KPI's are achieved is $250,000. This includes salary plus bonus income.
  • 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.

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.