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Senior Wealth Planner - Family Office; Hybrid
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-09-01
Listing for:
Carlson, Inc
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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