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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 is physically located in our Bloomington office, but supports advisors in all CCM locations, providing an essential link between clients, advisors, and internal collaborators.
Essential Functions
Education/Experience
Full Time
Securities
$66k-80k (estimate)
11/24/2022
04/26/2024
carlsoncap.com
MINNEAPOLIS, MN
100 - 200
2001
Private
BRENT HOPPE
$10M - $50M
Securities
The job skills required for Paraplanner include Financial Services, Planning, Financial Planning, Wealth Management, Presentation, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.