Wealth Advisor- Murray, UT

About the Role

Carson is a fiduciary wealth‑management firm that puts clients first, values integrity, consistency, growth, fun, and family, and strives to provide a world‑class experience for families across the country. The Wealth Advisor is the backbone of the practice, responsible for delivering exceptional client experiences, building and deepening relationships, and driving business development while embodying Carson’s core values.

Responsibilities

• Understand bucketing, investment, and tax strategies utilized by the firm.
• Demonstrate exceptional active‑listening skills and educate clients during discovery and clarification meetings.
• Attract new clients to the firm and expand the client base.
• Collaborate proactively, professionally, and effectively with team members from other offices.
• Provide excellent client service independently and efficiently.
• Prepare thoroughly for client meetings and lead the entire meeting presentation.
• Delegate service items and communicate next steps to the service team to ensure client needs are met.
• Demonstrate proficiency and adaptability with technology, including CRM and financial‑planning software.
• Skillfully navigate hard or emotional client conversations.
• Communicate relatable life and client experiences; develop crucial‑conversation and active‑listening skills.
• Handle the largest, most complex, and demanding client situations.
• Take a proactive approach to client needs and prioritize “top‑of‑mind” items during meetings.
• Show empathetic, genuine care for clients, their families, and circumstances.
• Maintain knowledge and effectiveness with complex client situations.
• Exhibit unrelenting determination to do what’s best for the client.
• Actively source new opportunities and build the client base.
• Leverage opportunities from existing client relationships.
• Develop and present plans for creating or sustaining a Center‑of‑Influence (COI) network.
• Create and sustain a business‑development plan, working with the team to engage communities and expand reach.
• Mentor Associate Wealth Advisors, Client Service Associates, and other team members.
• Stay current with relevant financial‑planning news and demonstrate mastery of technology and planning tools.
• Maintain all professional continuing‑education and training requirements.
• Demonstrate strong leadership skills and adhere to compliance policies and procedures.

Requirements

• Work the majority of time in the office.
• Clean U‑4 and U‑5 history.
• Computer literacy and aptitude for learning new programs and processes.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Teams) – required.
• Familiarity with financial‑industry platforms (Salesforce, Orion, eMoney, MoneyGuide) – preferred.
• Excellent interpersonal, communication, and prioritization skills.
• Extraordinary client‑service orientation and a positive attitude.
• Genuine interest in serving and caring for others.
• Strong organizational and time‑management abilities.
• Reliability in being present and on time for client meetings.
• Self‑motivation and desire for professional growth.
• Ability to take direction and support team members.
• 3–5+ years of investment‑advisory experience.
• CFP or CFA designation – preferred.
• Active Series 65 or 66 license.
• Bachelor’s degree in finance or a related field – preferred.

Benefits

• Base salary with bonus potential.
• 401(k) plan with company matching.
• Comprehensive health benefits including medical, dental, and vision coverage.
• Paid time off, parental leave, and sabbatical leave.
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
• Life and AD&D insurance.
• Short‑ and long‑term disability coverage.
• Work‑life benefits and holistic wellbeing programs.
• Fast‑paced, collaborative, innovative culture focused on healthy living.
• Tobacco‑free workplace.

Pay

Total cash compensation ranges from $110,000 to $150,000, based on geographic location, knowledge, skills, and experience. The role also includes an extremely competitive incentive compensation structure.