Communication Advisor: Launch Your Financial Advisory Career

Carlson Financial; Richmond (VA); On-site; USD 42,000 - 54,000; Full time

Job summary

Carlson Financial seeks an entry-level Communication Advisor to bridge clients and the advisory team. You will manage client communications, prep meeting data, and track action items to ensure a seamless client experience. This role emphasizes relationship-building and teamwork rather than sales.

As you grow, you’ll progress toward a Main Advisor role with enhanced client strategy responsibilities and, eventually, Chief Advisor leadership.

Qualifications

• Entry-level role designed for individuals passionate about financial planning.
• Not a sales role; focuses on relationship, communication, and execution.
• Works within a collaborative three-advisor team for client service.
• Growth path aimed at developing into an elite Financial Advisor.

Responsibilities

• Serve as the primary contact between meetings, providing timely updates.
• Send pre-meeting and post-meeting emails outlining topics and next steps.
• Coordinate with the advisory team to address client needs quickly and accurately.
• Collect, organize, and analyze client data for quarterly strategy meetings.
• Update client spreadsheets and meeting agendas in advance.
• Translate notes into clear, trackable tasks and ensure completion.

Skills

Communication

Organization

Problem solving

Team collaboration

Job description

Carlson Financial seeks an entry-level Communication Advisor to bridge clients and the advisory team. You will manage client communications, prep meeting data, and track action items to ensure a seamless client experience. This role emphasizes relationship-building and teamwork rather than sales.

As you grow, you’ll progress toward a Main Advisor role with enhanced client strategy responsibilities and, eventually, Chief Advisor leadership.