Financial Advisor - Entry Level

Carlson Financial Services • Glen Allen, VA

10d • Hybrid

About The Position

At Carlson Financial, we believe our clients deserve a team of trusted professionals who help them live their best retirement with clarity and confidence. As a Communication Advisor, you’ll play a vital role in delivering that experience — ensuring clients feel heard, informed, and cared for at every stage of their journey.
This entry-level position is designed for individuals who are passionate about financial planning, love to learn, and want to grow into an accomplished Financial Advisor. You’ll be part of a collaborative three-advisor team supporting each client:
The Chief Advisor oversees long-term strategy and client relationships.
The Main Advisor leads ongoing planning and quarterly meetings.
The Communication Advisor (you) serve as the bridge between clients and the advisory team, ensuring every detail is managed and every question is answered with excellence.
This is not a sales role. It’s a
relationship, communication, and execution role for those who thrive in an environment that values teamwork, personal growth, and client-first service.

Requirements

• Communicate clearly and professionally, both in writing and verbally.
• Are organized, detail-oriented, and love solving problems.
• Thrive in a fast-paced, collaborative team environment.
• Take ownership of your work and respond quickly (speed builds trust).
• Have a natural curiosity about personal finance and a genuine desire to make a difference in people’s lives.

Responsibilities

• Serve as the primary point of contact between client meetings, providing timely updates and proactive communication.
• Send pre-meeting and post-meeting emails summarizing topics discussed and outlining next steps for all parties.
• Coordinate with the advisory team to ensure all client needs and follow-ups are handled quickly and accurately.
• Collect, organize, and analyze client data to prepare for quarterly strategy meetings.
• Update client spreadsheets, financial plans, and meeting agendas in advance of each meeting.
• Ensure the Main Advisor and Chief Advisor have everything they need to deliver a seamless, professional client experience.
• Translate meeting notes and action items into clear, trackable tasks — and follow them through to completion.
• Collaborate with other departments and team members to resolve client issues efficiently.
• Support ongoing planning and problem-solving initiatives for clients under your advisory team’s care.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees