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Carson Wealth Partners Jobs (NOW HIRING)

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

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

Manager, Client Acquisition

Omaha, NE · On-site

$100K - $120K/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

Operations Support Associate

Sarasota, FL · On-site

$40K - $51K/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

Private Client Services Financial Planner

$77.80K - $104.40K/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 Associate

Cedar Rapids, IA · On-site

$45K - $57.50K/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

Analyst, HR Operations

Omaha, NE · On-site

$52.50K - $70K/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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$97.7K

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How much do carson wealth partners jobs pay per year?

As of May 31, 2026, the average yearly pay for carson wealth partners in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor at Carson Wealth Partners, you need a solid background in finance, investment strategies, and financial planning, supported by relevant degrees and certifications such as CFP or CFA. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust with clients set top advisors apart. These skills and qualifications are crucial for delivering personalized advice, managing complex portfolios, and fostering long-term client relationships.

How does collaboration typically work between financial advisors and support staff at Carson Wealth Partners?

At Carson Wealth Partners, financial advisors frequently collaborate with client service associates, portfolio managers, and compliance teams to deliver comprehensive wealth management solutions. Advisors often hold regular meetings with support staff to coordinate client onboarding, portfolio reviews, and financial planning updates. This team-oriented environment ensures that clients receive seamless service and that advisors can focus on building relationships and providing strategic advice, while support staff handle operational and administrative tasks. Such collaboration not only enhances efficiency but also offers opportunities for learning and professional growth within the firm.

What are Carson Wealth Partners?

Carson Wealth Partners are financial advisors and firms who are affiliated with Carson Wealth, a wealth management and financial planning company. These partners provide services such as investment management, retirement planning, tax strategies, and estate planning to individuals and businesses. By partnering with Carson Wealth, advisors gain access to advanced technology, resources, and support to better serve their clients. The collaboration aims to enhance the client experience by combining personalized financial advice with the backing of a larger organization's expertise and infrastructure.

What is the difference between Carson Wealth Partners vs Financial Advisor?

AspectCarson Wealth PartnersFinancial Advisor
CredentialsCFP®, CFA, or similar certifications often preferredCFP®, CFA, or similar certifications often preferred
Work EnvironmentFinancial planning firms, wealth management firmsBanking institutions, independent practices, firms
Employer & IndustryWealth management firms, financial planning companiesFinancial services industry, banks, independent firms
Common Search/ComparisonYesYes

Carson Wealth Partners is a specific wealth management firm focusing on comprehensive financial planning and wealth strategies. A Financial Advisor is a broader role that can work in various settings, including banks and independent firms, providing personalized financial advice. While both roles require similar credentials and operate within the financial services industry, Carson Wealth Partners is a particular employer, whereas Financial Advisor describes a profession across multiple organizations.

Wealth Advisor

Wealth Advisor

Carson Group

Baton Rouge, LA • On-site

$145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 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 and grow client relationships by delivering comprehensive financial planning and advisory services. Source prospective clients through networking and referrals to expand the firm's reach. Provide proactive service, guidance, and communication that supports clients in achieving their financial objectives. Promote the firm's wealth enhancement and planning services while adhering to regulatory requirements and maintaining all continuing education obligations.
Essential Functions
Client Advisory & Relationship Management: Provide clear information and education to clients regarding financial plans, services, and strategies. Review investment products in client accounts and reallocate to appropriate models to support client goals. Own all communication with assigned clients, including calls, emails, and in-person or virtual meetings. Address client needs promptly and thoroughly to ensure a high-quality advisory experience.
Business Development & Networking: Source prospective client opportunities through networking, referrals, and community engagement. Promote the firm's wealth enhancement and planning services to prospective and existing clients.
Compliance & Professional Standards: Adhere to all company policies and industry supervisory guidelines. Maintain all continuing education requirements and required training for the advisor role. Maintain a clean U-4 and uphold ethical and regulatory standards.
Team Collaboration & Firm Engagement: Participate in advisor team meetings, training sessions, and continuing education programs. Attend firm client events to support relationship building and client engagement.
Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What You Need
• Minimum of five years of investment advisory experience required
• Bachelor's degree preferred
• Active Series 65 or 66 required
• Clean U-4 required
• Certified Financial Planner™ (CFP®) preferred
• Strong business development skills required
• Excellent interpersonal and communication skills required
• Strong client service orientation required
• Excellent organizational and time-management skills required
• Ability to manage multiple tasks and priorities simultaneously required
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:
  • The base pay for this position across all US geographic markets ranges from $60,000.00/year to $145,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental ,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.

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