Job summary
Job post source
This job is directly from Carson Group
Job overview
The Relationship and Operations Associate at Carson Group provides ongoing client service and supports financial advisors, acting as a key liaison to manage client accounts and ensure smooth operations.
Responsibilities and impact
The role involves servicing advisors and clients with high-level support, managing client account setups and maintenance, coordinating asset transfers, ensuring compliance, attending client meetings, and mastering financial planning technology.
Compensation and benefits
The position offers a base salary between $65,000 and $81,250, bonus potential, 401(k) with company match, comprehensive health benefits, PTO, parental and sabbatical leave, and wellness programs.
Experience and skills
Preferred qualifications include a bachelor's degree in business, finance, or related field, five years in financial or banking industries, proficiency with financial advisor tools like Orion and Salesforce, Microsoft Office skills, and strong organizational and communication abilities.
Career development
The company encourages continual personal and professional growth with training opportunities and a collaborative, innovative work environment.
Work environment and culture
Carson Group promotes a fast-paced, collaborative, and innovative culture focused on health and wellness, maintaining a tobacco-free workplace.
Company information
Carson Group is a financial services firm headquartered in Omaha, Nebraska, serving advisors and investors through its entities Carson Wealth, Carson Coaching, and Carson Partners, with a mission to be the most trusted in financial advice.
Team overview
The associate supports one advisor closely, becoming their right hand in managing client relationships and operations.
Job location and travel
The job is based in Omaha, Nebraska, with no specific mention of remote work or travel requirements.
Unique job features
The role offers unique opportunities to become a subject matter expert in client experience software and financial planning technology, with involvement in client meetings and portfolio management.
Company overview
Carson Group is a financial services company that provides wealth management, coaching, and partnership solutions to financial advisors and investors. They generate revenue by offering a range of services including investment management, financial planning, and advisor support through their Carson Coaching and Carson Partners platforms. Founded by Ron Carson, the company has a history of innovation in the financial advisory industry, emphasizing transparency and client-focused solutions. Carson Group is known for its commitment to empowering advisors with the tools and resources needed to enhance client relationships and grow their practices.
How to land this job
Tailor your resume to emphasize your experience in client relationship management, operations support, and financial services, highlighting your ability to provide white glove service and attention to detail as outlined in the Relationship and Operations Associate role at Carson Group.
Highlight familiarity with financial advisor office tools such as Orion, Goldmine, Redtail, Salesforce, and any experience with custodians like Schwab or Fidelity, along with proficiency in Microsoft Office and financial planning software to align with the job requirements.
Apply through multiple channels including Carson Group's official corporate careers page and LinkedIn to maximize your application's visibility and increase your chances of being noticed by recruiters.
Connect with current employees in the Operations or Client Services divisions at Carson Group on LinkedIn, using ice breakers like commenting on recent company initiatives related to client experience or asking about the culture of collaboration and innovation mentioned in the job description.
Optimize your resume for ATS by incorporating keywords from the job posting such as 'client relationship management,' 'account maintenance,' 'financial planning technology,' 'project management,' and specific software names like 'Orion' and 'Salesforce' to ensure it passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts for networking, allowing you to focus your time on preparing for interviews and professional growth.
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