Financial Planning Assistant

3 weeks ago


Minneapolis, Minnesota, United States Carlson Capital Management Full time
Job Title: Paraplanner

At Carlson Capital Management, we are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our wealth advisors in delivering exceptional client experiences.

Key Responsibilities:
  • Prepare and deliver client correspondence, including letters, emails, and reports.
  • Compile and enter client data into our CRM system, ensuring accuracy and timeliness.
  • Assist advisors with financial planning, including data collection, net worth statements, and retirement planning.
  • Collaborate with advisors to ensure comprehensive financial plans are completed accurately and promptly.
  • Support portfolio management by scheduling review meetings and maintaining high-quality internal communication.
Requirements:
  • Bachelor's degree in business administration, finance, or a related field.
  • Proven experience in client support, portfolio management, or a related field.
  • Excellent analytical and problem-solving skills.
  • Advanced proficiency in Microsoft Office products and CRM systems.
What We Offer:

As a Paraplanner at Carlson Capital Management, you will have the opportunity to work in a collaborative environment, supporting our wealth advisors in delivering exceptional client experiences. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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