What are the responsibilities and job description for the Wealth Management Assistant position at Carlson Financial?
Required Skills and Qualifications
To be successful in this role, you should possess strong organizational skills, excellent verbal and written communication skills, attention to detail, and a proactive management style.
Preferred Requirements:
- Experience working in Wealth or Asset Management
- Series 65 Securities Registration and insurance license preferred
- Advanced Excel skills and ability to learn new software quickly
