Ron Carson, LPL Financial Corp’s top financial advisor for the past 23 years and founder of sales-coaching program Peak Advisor Alliance and advisory rollup firm Carson Institutional Alliance
Clients have an insatiable appetite to understand what’s going on,” says Ron Carson, CEO-founder of Carson Institutional Alliance and Carson Wealth Management Group, with 19 locations nationally.
As an Institutional Associate you will be the primary point of contact for the clients of independent advisors who custody assets with Schwab and provide best in class service. It s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage. This is a phone-based customer service position.
Carson Group Holdings offers a range of services to high-net-worth investors and financial advisers through its three companies, Carson Wealth, Peak Advisor Alliance and Carson Institutional