Sr. Wealth Advisor- Palatine, IL

We need to output HTML fragment with sections: About the role? The posting includes "Who We Are", "Who We Want", "What To Expect", "What You Need", "Preferred Education And Experience", "EEO Statement", "The Total Rewards Expected For This Role Include". We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must only include sections when posting has real, specific content. We need to map content to these headings appropriately. We have: - About the role: could be "Who We Are" and description of role? Probably "Who We Are" is about company, not role. But we can put "About the role" with description of role (maybe from "Who We Want" and "What To Expect"?). However we must not repeat job title as heading. We can create sections: About the role (company overview), Responsibilities (What To Expect), Requirements (What You Need + Preferred Education And Experience), Qualifications (maybe combine with Requirements?), Skills (maybe from What You Need), Benefits (from Total Rewards), Pay (from base pay range), Schedule (maybe from "We require our team members to work a majority of their time in office. Some travel may be required"). We must not include sections with placeholder/filler like "commensurate with experience". We have actual content. We need to preserve all substantive information, not invent or summarize away detail. So we need to include details as they appear, but we can format as lists or paragraphs. We must not include boilerplate like EEO statement? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove EEO Statement. Also remove "EEO Statement" paragraph. We also need to remove duplicated lines. We need to output only HTML fragment, no /, no markdown fences. Let's extract content: Who We Are: paragraph about Carson Wealth. Who We Want: description of Senior Wealth Advisor role. What To Expect: list of expectations (many bullet-like sentences). We need to turn into

• for any list of duties/requirements/benefits. So we can make a list. What You Need: list of requirements (work in office majority, travel, HNW experience, clean U-4/U-5, computer literacy, etc). Also "Preferred Education And Experience": list. Benefits: from Total Rewards: base salary range, bonus potential, 401(k) plus matching, health benefits, etc. Also list of benefits: 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, HSA, FSA, Life and AD&D, Short/Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs. Pay: base pay range $125,000 to $175,000. Also mention variable compensation potential. Schedule: "We require our team members to work a majority of their time in office. Some travel may be required." We must not repeat job title as heading. No Job ID. We must not include sections with filler like "not specified". We have actual. We need to decide which sections to include: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could combine some: For simplicity, we can include About the role (company overview), Responsibilities (What To Expect), Requirements (What You Need + Preferred Education And Experience), Benefits, Pay, Schedule. Possibly Skills could be part of Requirements. Qualifications maybe part of Requirements. But we need to follow instruction: Prefer a few substantive sections over many thin ones. So we can combine. Let's create sections:

  About the role

  Welcome 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.

  That's the Who We Are.

  Responsibilities

  • Focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level.
  • Skillfully navigate hard/emotional client conversations in a solutions-focused manner.
  • Have enough life and client experiences to be relatable to clients.
  • Handle the largest, most complex and demanding clients.
  • Demonstrate strong leadership skills.
  • Business Development will become more of a priority as this individual will have a well-formed and active COI network.
  • Show continuous effort in proven return-on-investment activities.
  • Willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease.
  • Fully understand and ability to lead/present the Proven Process.
  • Understand Bucketing, Investment and Tax Strategies utilized.
  • Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings.
  • Proven ability to attract new clients to the firm.
  • Collaborate proactively, professionally and effectively with team members from other offices.
  • Provide excellent client service independently and efficiently.
  • Effectively prepare for client meetings with team.
  • Lead and present entire client meeting.
  • Delegate 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 available.
  • Communicate relatable life and client experiences.
  • Handle largest, most complex and demanding clients.
  • Proactive approach to client needs.
  • Develop Crucial Conversation and Active Listening skills.
  • Ability to prioritize client’s “Top of Mind” items during client meetings.
  • Empathetic and genuine care for clients, their families and circumstances.
  • Knowledgeable and effective with complex client situations.
  • Unrelenting determination to do what’s best for client.
  • Actively source new opportunities and build client base.
  • Source and leverage new opportunities from existing client book.
  • Develop and present plan for creating a COI network.
  • Have an existing and active COI network.
  • Create/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 present.
  • Mentor to Associate Wealth Advisors, Client Service Associates and rest of team.
  • Keep up to date with relevant financial planning news.
  • Maintain all professional Continuing Education and training requirements.
  • Participate in internal meetings.
  • Develop quarterly Key Performance Indicators (KPI’s).
  • Adhere to Compliance policies and procedures.
  That's a lot but okay.

  Requirements

  • Work a majority of time in office; some travel may be required.
  • Experience working with HNW and Ultra HNW clients.
  • An existing and established book is not necessary but will be considered in overall compensation.
  • Clean U-4 and U-5 history.
  • Computer literacy and aptitude for learning new programs and processes.
  • Knowledge of Office Suite (Word, Excel, PowerPoint, Teams) – required.
  • Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide) – preferred.
  • Excellent interpersonal, communication, and prioritization skills.
  • Excellent attitude and an extraordinary client service orientation.
  • Genuine interest in serving and caring for other people.
  • Excellent organizational and time management skills.
  • Ability to be present and on time for client meetings.
  • Self-motivation and a desire for growth.
  • Ability to take direction and a desire to support all team members.
  • 5+ years investment advisory experience.
  • CFP or CFA preferred.
  • Active Series 65 or 66 license.
  • Bachelor’s degree in finance or related field, preferred.
  We could also include Skills but it's covered.

  Benefits

  • Base salary plus bonus potential.
  • 401(k) with company matching.
  • Health benefits (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.
  • PTO.
  • Parental Leave.

  Pay

  The 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).

  Schedule

  We require our team members to work a majority of their time in office. Some travel may be required.

  We must ensure we didn't include EEO statement. We removed. Check for duplicate lines: we have some duplicates like "Handle largest, most complex and demanding clients." appears twice in responsibilities; we could deduplicate but instruction says remove duplicated lines. So we should remove duplicate entries. Let's deduplicate responsibilities list. Let's list unique responsibilities: - Focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level. - Skillfully navigate hard/emotional client conversations in a solutions-focused manner. - Have enough life and client experiences to be relatable to clients. - Handle the largest, most complex and demanding clients. - Demonstrate strong leadership skills. - Business Development will become more of a priority as this individual will have a well-formed and active COI network. - Show continuous effort in proven return-on-investment activities. - Willing and able to teach and present the firm’s Core Values and Core Focus in any setting with ease. - Fully understand and ability to lead/present the Proven Process. - Understand Bucketing, Investment and Tax Strategies utilized. - Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings. - Proven ability to attract new clients to the firm. - Collaborate proact