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.

What You Need

• Bachelor’s degree in marketing, communications, business, or related field

required.

preferred.

required.

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 :

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.