After a few years (or more) away, you’re ready to get back to your career as a financial advisor. While your life has changed considerably since you left, the passion, drive and calling are still in you to help people achieve their dreams and goals.
The Carson Re-Invest Career Program is an exciting, limited time opportunity for advisors who have taken a 2+ year career break to focus on their family, another career, or something else. We’ve partnered with the CFP® Board and iRelaunch to offer the Financial Planner Reentry Initiative (FPRI) to connect with people looking to get back in the advisor workforce.
Change is coming, and those who have lived through change (of profession, lifestyle, situation) are some of the best equipped to face it. We can only accept so many people into the program, so don’t think about it for too long! If you’ve taken a career break of anywhere from two years to two decades or more, and are ready to re-enter the workforce, we’d love to connect!
The advisory profession will experience a shortfall of advisors in the next 7 to 10 years, when more than 100,000 advisors are scheduled to retire, leaving thousands of open positions
The Great Wealth Transfer from aging Baby Boomers is coming our way soon. Between $30 and $70 trillion will change hands and come with countless advisory needs for estate planning, tax-smart strategies, trusts and more
Less than 5% of advisors are under the age of 30 – this is not a profession being overrun by the kids just out of college
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.
The Carson Re-Invest Career Program is targeted to engage with financial services professionals who have taken a career break from the profession and are looking to re-engage and re-invest in their career.
The program allows you to work within several areas of our Carson Wealth Team: Financial Planning, Tax Services, Trust Services and Client Services.