Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Senior Associate Wealth Planner - Family Office
Job
Carlson
Remote
$105,000 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
84
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
ABOUT USCarlson is a family-owned financial and investment company and single-family office, currently in its third generation of closely held family ownership. The Carlson Family Office provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal services to its clients, with a strong commitment to professionalism, confidentiality, and discretion.
We believe every voice matters and strive to create a workplace where team members feel welcome. We value diversity of thought, experience, and background and are committed to building a more inclusive future in our company and communities.
PRIMARY RESPONSIBILITIESFinancial Planning & Client SupportDevelop wealth plans, including balance sheets, cash flows, debt structure, and philanthropic giving, with the relationship manager and internal teamsSupport client meetings through materials, analysis, portfolio reviews, and follow-up on action itemsExecute financial planning strategies, forecasting, budgeting, and special projectsSupport estate planning reviews, insurance analysis and trust, estate, and entity administrationPortfolio ManagementMaintain client accounts and support money movement, transfers, and documentationSupport portfolio implementation, asset allocation analysis, and investment researchContribute to portfolio-related projects and recommendationsCash & Debt ManagementForecast family cash needs and support debt strategy execution with the relationship managerQUALIFICATIONS4+ years of experience in financial planning, estate planning, or personal tax planning for ultra-high-net-worth individuals and familiesBachelors degree in business, accounting, finance, or a related field, or equivalent industry experienceJD, CFP, CFA, or CPA certificationor meaningful progress toward oneis strongly preferredSKILLS & ATTRIBUTESHandles confidential information with discretion and maintains high standards of client service, ethics, and integrityOrganized, detail-oriented, and able to manage multiple prioritiesCollaborative, accountable, and comfortable working independentlyClear, professional communicator with strong judgment and discretionProficient in Salesforce and Microsoft Office
Our benefits package supports your health, well-being, and financial security so you can thrive both at work and at home.
We believe every voice matters and strive to create a workplace where team members feel welcome. We value diversity of thought, experience, and background and are committed to building a more inclusive future in our company and communities.
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 RESPONSIBILITIESFinancial Planning & Client SupportDevelop wealth plans, including balance sheets, cash flows, debt structure, and philanthropic giving, with the relationship manager and internal teamsSupport client meetings through materials, analysis, portfolio reviews, and follow-up on action itemsExecute financial planning strategies, forecasting, budgeting, and special projectsSupport estate planning reviews, insurance analysis and trust, estate, and entity administrationPortfolio ManagementMaintain client accounts and support money movement, transfers, and documentationSupport portfolio implementation, asset allocation analysis, and investment researchContribute to portfolio-related projects and recommendationsCash & Debt ManagementForecast family cash needs and support debt strategy execution with the relationship managerQUALIFICATIONS4+ years of experience in financial planning, estate planning, or personal tax planning for ultra-high-net-worth individuals and familiesBachelors degree in business, accounting, finance, or a related field, or equivalent industry experienceJD, CFP, CFA, or CPA certificationor meaningful progress toward oneis strongly preferredSKILLS & ATTRIBUTESHandles confidential information with discretion and maintains high standards of client service, ethics, and integrityOrganized, detail-oriented, and able to manage multiple prioritiesCollaborative, accountable, and comfortable working independentlyClear, professional communicator with strong judgment and discretionProficient in Salesforce and Microsoft Office
COMPENSATION
& BENEFITSThe 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.