News Item

Carson Group’s Re-Invest Program and University Partnerships Fuel Recruiting

Posted on October 14, 2019

Omaha, NE – October 14, 2019 Carson Group, one of the fastest growing financial services firms in the country, is introducing a variety of tailored recruiting programs to capture top talent—from interns to recent graduates and experienced professionals. Recruitment efforts are underway to secure next-gen talent, but also to educate and enlighten the next generation of the U.S. workforce about the value of financial services as a profession.

As TD Ameritrade reports, “The demand for professional financial planning is expected to grow, as millions from the Baby Boom generation move into retirement, while more than 100,000 financial advisors are themselves expected to retire and leave the industry over the next decade. As a result, financial planning jobs are expected to grow 15 percent by 2026, or more than two times the growth rate for all occupations.”

Carson has partnered with the CFP Board and iRelaunch to create the Carson Re-Invest Career Development Program. This unique opportunity is designed for financial services professionals who have taken a career break of two years or more and are eager to re-invest and re-engage in their career. The participant will gain experience in all areas of the Carson wealth management team—including financial planning, tax services, trust services and client services. Following this program, and through conversations along the way, the team at Carson will work with the candidate to find a full-time career path at the company.

Carson also launched a fall campaign in partnership with InvestmentNews to sponsor the magazine for financial planning programs at the University of Illinois, Texas Tech University, Kansas State University, the University of Georgia, California State University Fullerton and Utah Valley University—reaching 1,000 students. For several years Carson has partnered with Barron’s and various MBA programs across the country, and the firm is eager to expand educational opportunities for aspiring financial services undergraduates.

Carson has also developed a rotational internship program, now in its second year. Six-week-long sprints give candidates exposure to Investments, Business Development, Carson Wealth Management, and Marketing, with technology woven into each experience.

“It’s such an exciting time for Carson and our stakeholders,” said Kelsey Ruwe, vice president of talent. “We’re riding the wave of Carson Days, our annual company retreat during which we get together to celebrate successes, create deeper relationships with each other and look ahead to the future. This year’s Carson Days featured a virtual reality tour of our new 200,000-square-foot, Omaha-based headquarters, which is slated for completion in 2021 and will have space for up to 1,200 stakeholders. We can’t wait.”

20 positions are currently open in nearly every department across Carson Group. Learn more about career opportunities: https://www.carsongroup.com/careers/. Due to Carson’s fast-paced growth, proactive moves are being made to fill these 20 positions and hire up to 25 additional stakeholders through the end of 2019.

“We currently have 227 Carson stakeholders who support the firm’s vision and its various advisor coaching and partnership offerings, and 76 have joined in 2019 alone,” remarked Teri Shepherd, president of Carson Group. “Our stakeholders, old and new, are really giving it their all to deliver better and better experiences for our advisors and the nearly 30,000 families they serve.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was awarded a Best Places to Work in FinTech by American Banker.

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