Senior Associate Wealth Planner - Family Office

Carlson, Inc.

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience in financial planning or personal tax planning for ultra-high-net-worth clients
  • Bachelor's degree in business, accounting, finance, or related field
  • JD, CFP, CFA, or CPA certification preferred or progress towards one
  • Ability to handle confidential information with discretion
  • Proficient in Salesforce and Microsoft Office

Responsibilities

  • Develop comprehensive wealth plans with internal teams
  • Prepare materials and analysis for client meetings
  • Execute financial planning strategies and special projects
  • Conduct estate planning reviews and analyze insurance needs
  • Maintain client accounts and assist with money transfers
  • Support portfolio management and investment research
  • Forecast cash needs and assist with debt strategy execution

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) with company match and employer-paid insurance
  • Hybrid work schedule with generous paid time off
  • Opportunities for professional training and certifications
  • Access to onsite amenities like a café and fitness center
Full Job Description
POSITION OVERVIEW

The Carlson Family Office is seeking a full-time Senior Associate Wealth Planner to join our Wealth Planning team. In this highly visible role, you will deliver sophisticated financial plans, investment portfolio support, trust and estate analysis, and day-to-day planning administration for multiple generations of family members. You will partner with colleagues across tax, investment, accounting, and other functions to connect information, generate thoughtful analysis, and help clients achieve their personal and financial goals. This is an excellent opportunity for someone who enjoys combining technical expertise with relationship management and is excited to grow in a client-facing environment.

PRIMARY RESPONSIBILITIES

Financial Planning & Client Support

  • Develop wealth plans, including balance sheets, cash flows, debt structure, and philanthropic giving, with the relationship manager and internal teams
  • Support client meetings through materials, analysis, portfolio reviews, and follow-up on action items
  • Execute financial planning strategies, forecasting, budgeting, and special projects
  • Support estate planning reviews, insurance analysis and trust, estate, and entity administration


Portfolio Management

  • Maintain client accounts and support money movement, transfers, and documentation
  • Support portfolio implementation, asset allocation analysis, and investment research
  • Contribute to portfolio-related projects and recommendations


Cash & Debt Management

  • Forecast family cash needs and support debt strategy execution with the relationship manager


QUALIFICATIONS

  • 4+ years of experience in financial planning, estate planning, or personal tax planning for ultra-high-net-worth individuals and families
  • Bachelor's degree in business, accounting, finance, or a related field, or equivalent industry experience
  • JD, CFP, CFA, or CPA certification-or meaningful progress toward one-is strongly preferred


SKILLS & ATTRIBUTES
  • Handles confidential information with discretion and maintains high standards of client service, ethics, and integrity
  • Organized, detail-oriented, and able to manage multiple priorities
  • Collaborative, accountable, and comfortable working independently
  • Clear, professional communicator with strong judgment and discretion
  • Proficient in Salesforce and Microsoft Office


COMPENSATION & BENEFITS

The projected salary range is $90,000-$120,000. Final compensation will be based on education, relevant experience, and skills. This role is also eligible for an annual bonus opportunity.

Our benefits package supports your health, well-being, and financial security so you can thrive both at work and at home.
  • Health and Wellness: Comprehensive medical, dental, and vision coverage, plus telehealth, mental health support, and wellness incentives
  • Financial Security: 401(k) with company match, employer-paid life and disability insurance, HSA contributions, and flexible spending accounts for medical and dependent care expenses
  • Work-Life Balance: Hybrid schedule with at least three in-office days per week, plus generous paid time off, including vacation, sick time, and holidays
  • Professional Development: Opportunities for training, certifications, and continuing education
  • Additional Perks: Located in Carlson Towers in Minnetonka, with access to an onsite café and fitness center

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