What are the responsibilities and job description for the Associate Wealth Planner position at Carlson Holdings, Inc.?

Job Description

JOB SUMMARY

Carlson Holdings, Inc. and the Carlson Family Office, is seeking a full time Associate Wealth Planner to join our Wealth Planning team. This position will assist the relationship manager in providing financial plans, investment portfolio management, trust and estate analysis, and general planning administration to four generations of family members. This position will partner closely with other internal departments, including tax, investment, accounting, and other business functions to integrate information and provide analytics with the ultimate goal of assisting multi-generational family members in achieving their personal and financial objectives. This role is a good fit for a current Paraplanner or Client Service Associate ready to take the next step in their career.

At our company we believe every voice matters and aim to create a workplace where team members feel welcome. We prioritize diversity of thought, experience, and background and are committed to creating a more inclusive future, both inside our company and in our communities. Our team takes collective pride in its work product, professionalism and discretion.

KEY RESPONSIBILITIES

Financial Planning

Generate comprehensive personal financial projections (“Wealth Plans”) which include projected balance sheets, cash flows, debt structure, and philanthropic giving by working closely with the relationship manager and other internal departments
Assist with client meetings by preparation of meeting agendas / materials, client paperwork, portfolio reviews, financial analysis, and post-client meeting tasks
Collaborate with internal teams to ensure seamless execution of financial plans
Involvement in ad hoc financial planning, forecast and budgeting projects
Assist in organizing family member estate plans including analyzing asset titles, updating beneficiary designations, and diagraming trust and estate documents
Assist with personal insurance reviews and paperwork
Assist in estate, trust and entity administration
Involvement in ad hoc administration projects

Portfolio Management

Maintain client accounts (money movement requests, transfers, account applications, and other administrative account paperwork)

Implement investment ideas

Assist with investment portfolio asset allocation modeling

Involvement in ad hoc investment projects and research

Cash and Debt Management

Forecast and manage family cash requirements

Work with the relationship manager to facilitate efficient use of debt

QUALIFICATIONS

2-4 years of financial planning, estate planning or personal tax planning experience working with 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 progress towards a plus

SKILLS

Ability to work in a dynamic and fast-paced environment

Approach problems with creativity, innovation, and tenacity

Possess a strong sense of urgency

Operate independently

Ability to successfully manage multiple assignments simultaneously

Strong attention to detail

Demonstrated ability to collaborate with others internally and externally and provide meaningful input to the team

Quickly and efficiently process and absorb information

Excellent verbal and written communication skills

Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity

Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook

COMPENSATION AND BENEFITS

The projected salary range for this position is $60K-$100K. Final compensation will be determined based on the candidate’s qualifications, including education, relevant experience, and skills. This role is also eligible for an annual incentive.

Our benefits package is designed to support your health, well-being, and financial security, helping you thrive both professionally and personally.

Health and Wellness : Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives

Financial Security : 401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses

Work-Life Balance : Hybrid work environment with a minimum three in office days per week, and generous paid time off, including vacation days, sick leave, and holidays

Professional Development : Opportunities for training, certifications, and continuing education

Additional Perks : Onsite café and fitness center

Salary : $60,000 - $100,000

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