Senior Wealth Planner - Family Office (Hybrid)

Carlson, Inc; Minnetonka (MN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health and Wellness

401(k) with company match

Work-Life Balance

Professional Development

Onsite café and fitness center at Minn

Job summary

Carlson Family Office in Minnetonka, MN is seeking a 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

Qualifications

• 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
• JD, CFP, CFA, or CPA certification—or meaningful progress toward one—is strongly preferred

Responsibilities

• Develop wealth plans, including balance sheets, cash flows, debt structure, and philanthropic giving
• 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

Skills

Discretion and ethics

Attention to detail

Collaboration and accountability

Clear communication

Salesforce

Microsoft Office

Education

Bachelor’s degree in business, accounting, finance

JD, CFP, CFA, or CPA certification (preferred)

Tools

Salesforce

Microsoft Office

Job description

Senior Associate Wealth Planner - Family Office

Full Time Minnetonka, MN, US

30+ days ago Requisition ID: 1099

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 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 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
• Executefinancial planning strategies, forecasting, budgeting, and special projects
• Supportestate planning reviews, insurance analysis and trust, estate, and entity administration
• Maintain client accounts and support money movement, transfers, and documentation
• Supportportfolio implementation, asset allocation analysis, and investment research
• Contribute to portfolio-related projects and recommendations

Cash & Debt Management

• Forecast family cash needs and support debt strategy execution with the relationship manager

QUALIFICATIONS

• 4+ years of experience in financial planning, estate planning, or personal tax planningforultra-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 meaningful progress toward one—is strongly preferred

SKILLS & ATTRIBUTES

• 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
• Proficient in Salesforce and Microsoft Office

COMPENSATION & BENEFITS

The 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.

• Health and Wellness: Comprehensive medical, dental, and vision coverage, plus telehealth, mental health support, and wellness incentives
• Financial Security: 401(k) with company match, employer-paid life and disability insurance, HSA contributions, and flexible spending accounts for medical and dependent care expenses
• Work-Life Balance: Hybrid schedule with at least three in-office days per week, plus generous paid time off, including vacation, sick time, and holidays
• Professional Development: Opportunities for training, certifications, and continuing education
• Additional Perks: Located in Carlson Towers in Minnetonka, with access to an onsite café and fitness center