Chief Wealth Advisor
Join the team at Carlson Capital Management in this senior leadership role that provides oversight for the firm’s integrated wealth management experience. As a member of the Management Team, the Chief Wealth Advisor (CWA) provides key strategic, operational, and tactical direction for the advisory function of the firm. In addition, the CWA serves in the key role of providing leadership and talent management of the full CCM Advisory Team. This is a new role at the firm and a unique opportunity to join a growing firm with a strong team in a leadership capacity.
We encourage you to read our full Notice of Search for this position and contact us regarding your interest. Please direct questions, letters of interest, and resumes to Scott Feraro, Director of Human Capital, email@example.com, 952.230.6703. Inquiries, applications, and referrals/nominations are all welcome.