Human Resources

Support That Is Future-Focused

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It’s hard enough to attract qualified talent to your firm. Then there’s the onboarding, training, ramp-up time, career pathing and general HR support needed to keep your rock-star team members. Carson can help with HR support and ready-to-work associate advisors.

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Human Resources Support

Carson Partners have the option to tap our world-class HR team for guidance on benefits, job descriptions, employee reviews and more.

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New Team Member Training

When you welcome a new team member, we’re happy to host them for in-person training on the Carson ecosystem.

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Partner Internship Program

Nominate students for a summer or six-month internship at Carson, where we’ll train them on the profession before they join your team.

Young financial professionals

Bringing NextGen Financial Advisors Into Your Practice

For years, our industry has been talking about the recruitment problem. There’s not enough future advisors to replace the wave of retiring advisors who are coming our way.

We’re proud to say that we’re actually doing something about the problem. The Partner Development Program selects financial planning graduates from all over the country (many from our FinServ Foundation partner schools) for a two-year apprenticeship.

Young financial professionals
During this time, the students get their Certified Financial Planner(R) designation and work with real clients under the supervision of our Advanced Solutions and Financial Planning teams. Once they’ve completed the apprenticeship, they’re ready to hit the ground running as Next Gen advisors in Carson Partner firms.
Young financial professionals
We can give younger advisors all the tools, the marketing that they need, the support in the back office, and allow them to go out and just focus on what they want to do, which is be an advisor.
Scott Cadwell

Scott Cadwell

Managing Director, Partner, & Wealth Advisor, Carson Wealth
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Develop a Stronger Team

We take pride in developing the next generation of financial services professionals and helping you find and keep the resources you need to grow. Let’s discuss how you can tap into a talented pool of emerging advisors through partnership.

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