Private Client Manager at Carson Group Holdings LLC
Omaha, NE 68154, USA -
Full Time


Start Date

Immediate

Expiry Date

27 Jun, 25

Salary

70000.0

Posted On

27 Mar, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Matching, Color, Consideration, Finance, Working Environment, Flexible Spending Accounts, Health Savings Accounts, Pto

Industry

Financial Services

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.

PREFERRED EDUCATION AND EXPERIENCE

  • Bachelor’s degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
  • Experience working in a professional office environment preferred
  • 5 years of experience in the financial industry preferred
    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 $70,000 - $105,000.
  • 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.
Responsibilities
  • Starting annual base salary between $70,000 - $105,000.
  • 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
Loading...