UNKNOWN

FEED

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. Strategic & Cross-Functional Support: Participate in cross-functional teams working on strategic initiatives; perform other duties related to compliance and risk as assigned.

YEAR

Carsen Group Inc.

Compliance Analyst, Audit

ea_via_bold

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Market Director of Wealth - Nebraska / Iowa Market

FULL_TIME

OTHER

JPMorgan Chase Bank, N.A.

equestftpin

Success in the role requires strong organization, professionalism, attention to detail, comfort making outbound calls, and the ability to create a positive first impression with financial professionals and internal partners. Prior experience in scheduling, administrative support, customer service, sales support, call center, appointment setting, or a service-oriented role preferred.

Pacific LifeCorp

Sales Scheduler

Pacific Life

Project & Workstream Management: Lead assigned projects and workstreams by establishing timelines, coordinating stakeholders, tracking deliverables, and communicating progress. Transition Coordination & Ownership: Coordinate transition responsibilities across internal departments, custodians, third-party providers, advisors, and partner-office staff.

Carson Group Holdings LLC

Sr. Analyst, Transition Operations

Change Management and Organizational Development: Lead the people strategy associated with organizational change initiatives, including leadership alignment, organizational effectiveness, employee engagement, and change adoption. Partner with business leaders to provide guidance on workforce planning, organizational design, performance management, employee relations, and change management while supporting consistent, compliant, and scalable HR practices.

Carson Group

HR Business Partner

Cross-Functional Collaboration: Partner with writers, designers, audience marketing teams, communications, subject matter experts, and compliance to develop content, resolve dependencies, and keep projects on track. Project Management: Manage “always-on” content projects from an end-to-end perspective: scoping, timelines, resourcing, stakeholder communication, and delivery.

Content Strategist

Job Summary: You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. Essential Functions: Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065).

Macpower Digital Assets Edge Private Limited

Senior Tax Associate-Active CPA

jobdiva

Cross-Functional Collaboration: Partner with writers, designers, audience marketing teams, communications, subject matter experts, and compliance to develop content, resolve dependencies, and keep projects on track. Project Management: Manage "always-on" content projects from an end-to-end perspective: scoping, timelines, resourcing, stakeholder communication, and delivery.

Partner with Client Acquisition leaders and external lead-generation partners to translate performance insights into improvements across targeting, lead quality, routing, qualification, volume, and conversion. Systems and Workflow Management: Work directly within systems such as HubSpot, Salesforce, Power BI, Catchlight, Calendly, and similar tools to understand how data and processes connect across the lead lifecycle.

Program Operations & Business Analyst

Performance Reporting & Continuous Improvement: Develop and maintain reporting on key operational metrics, including engagement volume, completion rates, turnaround times, extensions, outstanding items, error rates, and service-level performance. Partner with internal stakeholders to distinguish operational matters from issues requiring technical tax review judgement, escalating significant concerns to appropriate leadership.

Director, Tax Operations

Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. Osaic’s Client Support team provides high-quality support to Osaic house account clients by responding to inbound phone inquiries and accurately processing service-related forms and documentation.

Advisor Group

Client Support Representative

Client Support Specialist

This role oversees facilities operations, real estate partnerships, vendor performance, lease administration, capital projects, and workplace planning to ensure office environments effectively support business operations, employee experience, and long-term growth. As the organization continues to grow through acquisitions, this role will play a critical part in evaluating office footprints, supporting integration efforts, identifying consolidation opportunities, and developing scalable workplace strategies that align with the company's long-term business objectives.

Financial Advisor Jobs in Nebraska

Compliance Analyst, Audit Carsen Group Inc.

J.P. Morgan Wealth Management - Market Director of Wealth - Nebraska / Iowa Market JPMorgan Chase & Co

J.P. Morgan Wealth Management - Market Director of Wealth - Nebraska / Iowa Market JPMorgan Chase Bank, N.A.

Sales Scheduler Pacific LifeCorp

Sales Scheduler Pacific Life

Sr. Analyst, Transition Operations Carson Group Holdings LLC

Sr. Analyst, Transition Operations Carsen Group Inc.

HR Business Partner Carson Group

Content Strategist Carson Group

Senior Tax Associate-Active CPA Macpower Digital Assets Edge Private Limited

Content Strategist Carsen Group Inc.

Program Operations & Business Analyst Carsen Group Inc.

HR Business Partner Carsen Group Inc.

Content Strategist Carson Group Holdings LLC

HR Business Partner Carson Group Holdings LLC

Director, Tax Operations Carson Group Holdings LLC

Director, Tax Operations Carsen Group Inc.

Client Support Representative Advisor Group

Client Support Specialist Advisor Group

Director, Workplace & Corporate Real Estate Carson Group

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