Senior Wealth Planner — Family Office; Hybrid
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-06-25
Listing for:
Carlson Inc
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Carlson Inc. in Minnetonka, MN, is seeking a Senior Associate Wealth Planner to join their Wealth Planning team. This full-time role focuses on delivering comprehensive financial planning and investment portfolio support for ultra-high-net-worth families. Ideal candidates will have over four years of relevant experience and a bachelor's degree in a related field, with professional certifications preferred.
The position offers a competitive salary ranging from $90,000 to $120,000 along with additional benefits including a hybrid work model, comprehensive health coverage, and opportunities for professional development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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