ZipRecruiter

Log In

1

Carson Group Jobs (NOW HIRING)

Carson Group

Relationship Manager

Sarasota, FL · On-site

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

Private Client Services Financial Planner

$77K - $104K/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 ...

next page

Showing results 1-20

All JobsCarson Group Jobs

Carson Group information

See salary details

$7

$17

$29

How much do carson group jobs pay per hour?

As of Jun 8, 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.

More about Carson Group jobs
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:
Carson Group jobs near you
Relationship Manager

Relationship Manager

Carson Group

Sarasota, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 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
Deliver client service and support that consistently exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and development of improved office procedures. Manage multiple projects professionally, oversee objectives, and ensure quality control while serving as an extension of advisors and upholding pride in client support.
Essential Functions
  • Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings. Ensure compliance with periodic client review requirements and deliver exceptional service that builds long-term trust.
  • Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
  • Data & Records Management: Maintain accurate and complete client information in databases and systems. Ensure client records are updated promptly and data integrity is maintained.
  • Project & Process Management: Define expectations, timelines, and deliverables for projects. Communicate project expectations clearly to team members and management. Assist with developing procedures that enhance accuracy and streamline workflows. Set and continually meet project expectations by delegating tasks appropriately and ensuring follow-through.
  • Problem-Solving & Continuous Improvement: Research and resolve operational challenges using available tools. Identify opportunities to simplify processes, improve consistency, and enhance client service.
  • 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 administration, Accounting, Finance, or related field preferred.
  • Minimum of five years of experience in financial services or banking preferred.
  • Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required.
  • Strong research and problem-solving skills required.
  • Exceptional attention to detail required.
  • Ability to compile statistics and reports accurately required.
  • Excellent planning, organizational, project management, and time management skills required.
  • Ability to manage multiple projects with precision required.
  • Strong written and verbal communication skills required.

Preferred Education and Experience
  • Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.

  • Desire for continual personal and professional growth preferred.
  • Curiosity and natural desire to learn 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 $55.000 - $80,000.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental 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.

Apply