Client Experience Coordinator - Path to Financial Advisor

Carlson Financial; Richmond (VA); On-site; USD 40,000 - 55,000; Full time

Job summary

Carlson Financial is seeking an entry-level Communication Advisor to help clients stay informed and cared for throughout their journey. You will support a three-advisor team, manage communications, and ensure every detail is addressed with excellence.

The role is designed for growth into a Financial Advisor, with clear progression from Communication Advisor to Main Advisor and beyond. This is a non-sales, relationship-driven position emphasizing teamwork and client-first service.

Qualifications

• Entry-level role designed for those passionate about financial planning and growth.
• Becomes part of a three-advisor team supporting each client.
• Focus on communication, organization and client-focused service.

Responsibilities

• Serve as the primary point of contact between client meetings and provide timely updates.
• Prepare for quarterly strategy meetings by gathering data and updating plans.
• Support ongoing planning, translate notes into trackable tasks, and resolve client issues.

Skills

Communication

Organization

Attention to detail

Problem solving

Teamwork

Emotional intelligence

Client care

Proactive

Job description

Carlson Financial is seeking an entry-level Communication Advisor to help clients stay informed and cared for throughout their journey. You will support a three-advisor team, manage communications, and ensure every detail is addressed with excellence.

The role is designed for growth into a Financial Advisor, with clear progression from Communication Advisor to Main Advisor and beyond. This is a non-sales, relationship-driven position emphasizing teamwork and client-first service.