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Associate Integrated Wealth Advisor
2 months ago
At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative environment.
Summary
As an integral part of the CCM Advisory Team, Associate Integrated Wealth Advisors work closely with Integrated Wealth Advisors and Senior Integrated Wealth Advisors to provide clients with fully integrated wealth management services. Associate Integrated Wealth Advisors are involved in managing all tactical activities associated with client service and coordinating investment management, estate, tax, insurance, retirement, and philanthropic planning so that the Advisory Team is very effective and efficient in its work. It is an expectation that this role is an entry point for ongoing development into the role of Integrated Wealth Advisor.
Essential Functions
- Supports a wide range of financial planning activities for clients, including retirement modeling, portfolio review/monitoring, risk management/insurance analysis, educational modeling, estate plan document reviews, and tax situation reviews. Works closely with CCM’s Paraplanners to collect and analyze data.
- Provides proactive client communication and service both individually and collaboratively.
- Prepares, reviews, and edits materials prior to presentations. May participate in presenting specified components of the financial plan.
- Executes implementation schedules in a timely fashion.
- Responsible for actively engaging in business development activities by managing prospect lists, ensuring a smooth onboarding process, inviting prospects into the firm, developing relationships with centers of influence, and encouraging and cultivating referrals.
Education/Experience
- Bachelor’s degree required. Major in math, finance, accounting, or business is preferred.
- Commitment to the attainment of the CFP® certification within 36 months of hire date is required.
- A minimum of two (2) years of experience in financial services and caring for client relationships, preferably within an RIA environment.
- A fundamental knowledge of wealth management and client relationship management principles.
- Experience providing support to diverse segments of the client marketplace, including the generating of reports, client data analysis, and presentation preparation.
- Comfort in a range of communication skills (oral, written, presentations, electronic).
- Demonstrated technical capabilities in the various areas of an integrated planning platform preferred, including proven experience with client relationship management (CRM) software and MS Office solutions.
