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Carson Group Jobs (NOW HIRING)

Carson Group

Director, Production Engineering

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 ...

Carson Group Holdings LLC

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 ...

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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.
Relationship and Operations Manager

Relationship and Operations Manager

Carson Group

Franklin Lakes, NJ • On-site

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 Relationship and Operations Manager serves as a key partner to advisors and leadership, overseeing client service, operational execution, office support, and strategic initiatives. This role is responsible for delivering exceptional client experience, ensuring efficient business operations, managing complex workflows and priorities, and supporting organizational growth through process improvement, project management, and operational excellence. The ideal candidate is highly organized, proactive, client-focused, and capable of balancing multiple responsibilities while maintaining the highest standards of professionalism, accuracy, and confidentiality.
This is primarily an in-office position with an expectation of working onsite four days per week.
Operational Responsibilities
  • Serve as the primary relationship manager for clients, delivering an unparalleled concierge-level experience characterized by extraordinary responsiveness, proactive ownership, flawless execution, and an unwavering commitment to uncompromising service excellence.
  • Coordinate and prepare all client meeting materials, documentation, and account information to ensure a seamless and exceptional client experience.
  • Manage the full lifecycle of client accounts, including account opening and maintenance, asset transfers, money movement, and other service and operational requests with precision and urgency.
  • Oversee daily client service and operational activities to ensure accurate, efficient, and timely execution of transactions while maintaining the highest standards of quality and service excellence.
  • Maintain complete, accurate, and confidential client records while ensuring operational consistency across CRM systems, workflows, and service processes.
  • Partner with custodians, vendors, advisors, and internal stakeholders to facilitate seamless operations and continuously enhance the client experience.
  • Develop, document, and optimize operational procedures, workflows, and controls that support scalability, consistency, risk management, and continuous improvement.
  • Monitor operational metrics, account activity, and key performance indicators to identify trends, mitigate risk, and drive operational excellence.
  • Ensure adherence to regulatory requirements, firm policies, and supervisory standards by supporting audits, compliance reviews, regulatory reporting, and risk management activities.

Executive & Advisor Support
  • Maintain awareness of advisor and leadership scheduling priorities to support cross-functional coordination and ensure visibility into key commitments.
  • Provide occasional backup support during peak periods, team absences, or coverage needs, helping ensure continuity while not serving as the primary owner of executive calendars. This may include: meeting coordination, travel arrangements, itinerary preparation, and expense related tasks.
  • Monitor shared workflows and systems, proactively identifying and escalating items that may impact advisor or leadership commitments.

Project & Strategic Initiatives
  • Partner and support internal projects, technology implementations, operational enhancements, and strategic initiatives.
  • Develop project plans, timelines, milestones, and accountability measures to ensure successful execution.
  • Facilitate communication among stakeholders, track project progress, and provide updates to leadership.
  • Support firm-wide initiatives that contribute to organizational growth, scalability, and operational excellence.

What You Need
  • 5+ years of experience in wealth management operations, client service, business operations, financial services, or a related professional environment.
  • Proficiency with Salesforce CRM, Orion Advisor Technology, Wealth Management Platforms, Docusign, and the Microsoft Office Suite (Excel, Word, Outlook, PPT, Access)
  • Strong understanding of wealth management operations and client service workflows.
  • Familiarity with custodial platforms such as Schwab Advisor Center, Fidelity, or similar systems.
  • Experience with electronic document management and workflow systems.

Professional Skills
  • Exceptional organizational, project management, and execution skills, with the ability to manage complex calendars, competing priorities, and multiple deadlines in a fast-paced environment.
  • Outstanding attention to detail, analytical thinking, and problem-solving capabilities, with a commitment to accuracy, quality, and continuous improvement.
  • Excellent verbal and written communication skills, with the ability to build trusted relationships and collaborate effectively across clients, advisors, and internal teams.
  • Demonstrated ability to anticipate needs, exercise sound judgment, and proactively resolve issues before they impact clients or business operations.
  • High degree of professionalism, discretion, and confidentiality, coupled with an unwavering commitment to exceptional client service and service excellence

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 $77,500 - $95,000.
  • 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

#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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