Senior Associate Wealth Planner - Family Office
About The Position
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.
Requirements
- 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
- Proficient in Salesforce and Microsoft Office
Nice To Haves
- JD, CFP, CFA, or CPA certification—or meaningful progress toward one—is strongly preferred
- 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
Responsibilities
- 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
- 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
- Forecast family cash needs and support debt strategy execution with the relationship manager
Benefits
- Comprehensive medical, dental, and vision coverage
- Telehealth
- Mental health support
- Wellness incentives
- 401(k) with company match
- Employer-paid life and disability insurance
- HSA contributions
- Flexible spending accounts for medical and dependent care expenses
- Generous paid time off, including vacation, sick time, and holidays
- Opportunities for training, certifications, and continuing education
- Access to an onsite café
- Access to a fitness center
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What This Job Offers
Job Type
Full-time
Career Level
Senior
