Job Description
ABOUT US
Carlson 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.
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 gene...
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