Marketing Specialist

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
Enhance the visibility and reputation of the firm by planning and executing marketing,
branding, and event initiatives. Promote the firm, its advisors, and team members to
clients, prospects, and the community. Collaborate with leadership and Carson Group
resources to align local strategies with broader brand and business development goals.
Essential Functions

What To Expect

• Marketing & Branding: Develop and implement marketing plans in collaboration

with advisors and leadership. Manage branding initiatives to ensure consistency
with firm identity and Carson Group guidelines. Coordinate the firm’s digital
presence, including websites, social media, and email campaigns. Create and
manage content for social platforms to increase engagement and visibility. Identify
creative campaigns to promote referrals and new business opportunities.

• Business Development & Referrals: Generate and implement ideas that expand

referrals and new business. Build and maintain COI relationships, securing
introductions and advisor meetings. Re-engage former leads and prospects,
proactively call new leads, and secure commitments for introductory meetings.
Support visibility by serving as media liaison and attending firm events and
functions.

• Events & Community Engagement: Plan and manage client, prospect, and

community events including appreciation events, seminars, and workshops.
Oversee logistics such as invitations, RSVPs, presentations, vendors, catering, and
cost tracking. Lead charitable giving strategy, organize volunteer opportunities, and
represent the firm at community events to increase visibility and goodwill.

• Team Engagement & Culture: Organize internal events and team-building

initiatives to reinforce culture and support employee engagement. Champion
internal communications that foster a unified and positive team environment.

• Performance & Reporting: Measure and report on the effectiveness of marketing

initiatives, events, and advertising campaigns. Track ROI and adjust strategies
based on performance data.

• Other Duties: Perform additional tasks, duties, and responsibilities as needed or

assigned by leadership to support departmental and organizational objectives.

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 $60,000 - $76,850.

• 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.