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.
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.
Who We Want
As a trusted advisor to an expanding, diverse group of Carson Wealth offices across the country, you will serve as a strategic partner to leadership in driving end-to-end talent acquisition strategies that align with growth goals, regulatory standards, and client service excellence. You’ll play a critical role in attracting high-caliber advisory, operational, and support talent while advancing a strong, diverse, and client-focused culture.
What To Expect
- Act as a strategic talent partner to Carson Wealth leaders, aligning recruitment strategies with business goals, growth initiatives, and succession plans across advisory and support teams.
- Own and lead full-cycle recruitment for client-facing roles such as Relationship Managers, Client Service Associates, and niche operational and compliance roles within the wealth business.
- Consult with hiring managers to define role requirements, market positioning, compensation expectations, and competency profiles based on evolving client needs and regulatory trends.
- Build talent pipelines and sourcing strategies for high-impact and hard-to-fill roles through market mapping, proactive sourcing, and relationship management, especially within financial advisor and client service communities.
- Leverage data and talent intelligence to provide market insights, candidate trends, and compensation benchmarking that inform hiring decisions and workforce planning.
- Champion a white-glove candidate experience, ensuring each touchpoint reflects the firm's client-first philosophy and high standards of professionalism.
- Partner with internal stakeholders including Compliance, Legal, and HR to ensure hiring processes adhere to FINRA/SEC guidelines, internal policies, and risk standards.
- Partner with local networks and universities, to build employer brand recognition, understand local markets, and source candidates.
- Strengthen campus and early career programs, identifying top emerging talent for advisory development programs, internships, and rotational pipelines within the wealth unit.
- Collaborate with HR Centers of Excellence and HR Business Partners to support organizational initiatives, mentorship programs, and long-term talent planning.
- Represent Carson Wealth at conferences, recruiting events, and wealth management forums to build networks and enhance visibility in key talent markets.
What You Need
- Minimum 4-6 years of progressive experience in talent acquisition, preferably within financial services or professional services industries
- Proven success managing full lifecycle recruitment, including sourcing, assessing, and closing mid- to senior-level talent
- Strong consultative skills with the ability to influence and partner effectively with business leaders, hiring managers, and cross-functional stakeholders
- Experience developing and executing innovative sourcing strategies to engage talent for hard-to-fill-roles.
- Exceptional organizational and project management capabilities; adept at managing multiple priorities in a dynamic, fast-paced environment
- Outstanding communication skills, with the ability to craft clear, compelling messaging for both internal stakeholders and external candidates
- High level of discretion and professionalism; trusted to manage confidential and sensitive information with integrity
- Demonstrated problem-solving mindset with a proactive, solutions-oriented approach
- Comfortable using recruitment data and insights to inform strategy, track KPIs, and drive continuous improvement
- Deep understanding of candidate experience and employer branding best practices, particularly in relationship-driven industries like wealth management
- Up to 25% travel required
Preferred Education and Experience
- Experience recruiting in the financial advisory or wealth management space, including exposure to roles such as advisors, client service associates, operations, and compliance
- Hands-on experience leading or supporting campus recruitment and early career programs, particularly for finance or advisory talent
- Knowledge of innovative sourcing methods, including diversity sourcing strategies, passive candidate engagement, and CRM/talent communities
- Proficiency with UKG applicant tracking systems or other similar recruitment tools (e.g., Lever, Greenhouse, iCIMS, Workday)
- Bachelor’s degree in Human Resources, Business Administration, Psychology, or a related field; advanced certifications (e.g., PHR, AIRS, LinkedIn Recruiter Certification) a plus
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 $80,000 - $109,525.
- 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.
