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Senior Integrated Wealth Advisor

Posted: 07/22/2022

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

Senior Integrated Wealth Advisors have significant and meaningful interactions with clients and are responsible for leading all activities associated with integrated wealth management and client care. This includes providing investment, estate, tax, retirement, insurance, and philanthropic planning. As leaders at the firm, Senior Integrated Wealth Advisors act with integrity and commit to delivering their personal and professional best.

This is an excellent opportunity to continue your career as a wealth advisor with a firm of talented and caring colleagues in the Rochester community.


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

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