• Job Description

  Req#: 2818272

  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.

  We serve financial 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

  The Carson Summer Internship is a 10-week, full time paid internship at Carson’s headquarters in Omaha, NE. Students who have a passion for the financial services industry will gain hands-on experience at one of the largest RIAs in the country, whose value proposition has driven double digit growth over the last several years.

  The Summer Internship program allows students to gain experience in the practice of financial planning and increase their skills in working with clients. The Summer Internship program also provides a unique opportunity to learn about the internal workings of a successful RIA firm. This Program is ideal for students whose ultimate goal is to build and grow their own practice.

  Successful candidates will be rising seniors in a CFP ® registered program. In some cases, students with a demonstrated interest in the field of financial planning and pursuing a degree in a Finance related field will be considered.

  What To Expect

  • Apprentice with different areas of the Advanced Solutions Team (Financial Planning, Insurance, Trusts/Estate Planning, Tax and Retirement Plans)
  • Grow your relationship skills by observing and shadowing CFP® professionals through different stages of the planning relationship.
  • Participate in a development program designed to help you understand your communication style, recognize strengths and opportunities for growth and identify the career path and firm that will allow you to thrive.
  • Gain understanding into the operations of a successful, independent RIA firm
  • Contribute to a service-based group project in alignment with Carson’s commitment to increasing access to sound financial advice.
  • Opportunity to join the Carson Partner Development Program following graduation

  What You Need

  • Excellent interpersonal & communication skills
  • Caring attitude and an extraordinary client service orientation
  • Strong organizational and time management skills
  • Ability to handle multiple tasks and priorities simultaneously
  • Ability to live in Omaha, NE for the summer, housing assistance is provided

  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.

• About the company

  Unleash your financial advisory firm's full potential with through partnership and coaching with Carson Group.

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