Sr. Wealth Advisor- Palatine, IL

Job DetailsDescriptionWho We AreWelcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients’ best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys.As a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and a part of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.Who We WantThe Senior Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease.What To ExpectFully understand and ability to lead/present the Proven ProcessUnderstand Bucketing, Investment and Tax Strategies utilizedDemonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetingsProven ability to attract new clients to the firmCollaborate proactively, professionally and effectively with team members from other officesClient Service skillsProvide excellent client service independently and efficientlyEffectively prepare for client meetings with teamLead and present entire client meetingDelegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools availableSkillfully navigate hard/emotional client conversationsCommunicate relatable life and client experiencesHandle largest, most complex and demanding clientsProactive approach to client needsDevelop Crucial Conversation and Active Listening skillsAbility to prioritize client’s “Top of Mind” items during client meetingsEmpathetic and genuine care for clients, their families and circumstancesKnowledgeable and effective with complex client situationsUnrelenting determination to do what’s best for clientBusiness Development skillsActively source new opportunities and build client baseSource and leverage new opportunities from existing client bookDevelop and present plan for creating a COI networkHas an existing and active COI networkCreate/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.Ability and willingness to teach and presentMentor to Associate Wealth Advisors, Client Service Associates and rest of teamConstant and Never-Ending ImprovementKeep up to date with relevant financial planning newsMaintain all professional Continuing Education and training requirementsDemonstrates strong leadership skillsDemonstrates mastery in technology and financial planningParticipate in internal meetingsDevelop quarterly Key Performance Indicators (KPI’s)Adhere to Compliance policies and proceduresWhat You NeedWe require our team members to work a majority of their time in office. Some travel may be requiredExperience working with HNW and Ultra HNW clientsAn existing and established book is not necessary but will be considered in overall compensationClean U-4 and U-5 historyComputer literacy and aptitude for learning new programs and processes:Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), requiredKnowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferredExcellent interpersonal, communication, and prioritization skillsExcellent attitude and an extraordinary client service orientationA genuine interest in serving and caring for other peopleExcellent organizational and time management skillsAbility to be present and on time for client meetingsSelf-motivation and a desire for growthAbility to take direction and a desire to support all team membersPreferred Education And Experience5+ years investment advisory experienceCFP or CFA preferredActive Series 65 or 66 licenseBachelor’s degree in finance or related field, preferredEEO StatementIn 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 IncludeThe base pay for this position “ranges” from $125,000 to $175,000. Total compensation may be higher based on variable compensation opportunities tied to individual performance and business results. 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 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.