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

Paraplanners serve as the primary preparation and support resource to wealth advisors. This position primarily supports advisors in the Rochester office, providing an essential link between clients, advisors, and internal collaborators.

Visit us at https://carlsoncap.com/contact/careers/ to learn more and apply!