Financial Planning Support Specialist
22 hours ago
About the Role
We are seeking a skilled Financial Planning Support Specialist to join our team at Carlson Capital Management. In this role, you will provide critical support to our wealth advisors, helping them deliver exceptional client experiences and achieve their financial goals.
Key Responsibilities
- Prepare and review client documentation, ensuring accuracy and attention to detail.
- Assist advisors in compiling and entering client data into our CRM system.
- Collaborate with advisors to develop comprehensive financial plans, including creating net worth statements and summarizing key components of insurance policies.
- Schedule review meetings and maintain high-quality internal communication regarding changes to existing and new client statuses.
- Proactively identify opportunities to assist advisors in planning more effectively and maximize data utilization.
Requirements and Qualifications
- A Bachelor's degree in business administration, finance, or a related field is preferred.
- Experience working in client support, portfolio management, relationship management, or a paraplanner role, preferably within the financial services industry.
- Strong analytical skills and attention to detail.
- Ability to prioritize tasks, self-manage, and proactively solve problems.
- Advanced proficiency in Microsoft Office products and client relationship management (CRM) systems, preferably Salesforce.
What We Offer
As a Financial Planning Support Specialist at Carlson Capital Management, you can expect a competitive salary range of $55,000 - $75,000 per year, depending on experience. Our employee-owned firm offers a collaborative environment, professional development opportunities, and a chance to work with a talented team dedicated to delivering exceptional client experiences.
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