Careers

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Positions in Richmond

Financial Advisor (Glen Allen, VA)

If you love financial planning but want better than the sales-first approach of many in the industry, take a serious look at Carlson Financial. Our unique team of Financial Advisors is passionate about financial planning and driven by a client-focused approach.  Our office in Richmond, VA, is seeking an experienced Financial Advisor to add to our organization. The ideal candidate is a Certified Financial Planner™ or Certified Public Accountant who desires a role in a growth-oriented firm, wants to focus on financial planning and implementation, and will develop and deliver excellence for our clients. You are a great fit if…

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Positions in Virginia Beach

Financial Advisor (Virginia Beach, VA)

If you are passionate about financial planning driven by a client-focused approach and considering a career change, take a serious look at Carlson Financial. Carlson Financial values its advisors in a positive, team-oriented environment. Our office in Virginia Beach, VA is seeking to add a Financial Advisor in the Client Acquisition role in our organization. Specializing in Retirement Planning, we are a values-based, independent firm, with an effective and efficient marketing process to identify potential clients. Rather than spending most of your time searching for and bringing in leads, we have systems and a dynamic Marketing team bringing qualified prospective…

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Positions in Colorado Springs

Financial Advisor (Colorado Springs, CO)

If you love financial planning but want better than the sales-first approach of many in the industry, take a serious look at Carlson Financial. Our unique team of Financial Advisors is passionate about financial planning and driven by a client-focused approach. Our office in Colorado Springs, CO, is seeking an experienced Financial Advisor to add to our organization. The ideal candidate is a Certified Financial Planner™ or Certified Public Accountant who desires a role in a growth-oriented firm, wants to focus on financial planning and implementation, and will develop and deliver excellence for our clients. You are a great fit…

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Positions in Topeka

Financial Advisor (Topeka, KS)

If you love financial planning but want better than the sales-first approach of many in the industry, take a serious look at Carlson Financial. Our unique team of Financial Advisors is passionate about financial planning and driven by a client-focused approach. Our office in Topeka, KS, is seeking an experienced Financial Advisor to add to our organization. The ideal candidate is a Certified Financial Planner™ or Certified Public Accountant who desires a role in a growth-oriented firm, wants to focus on financial planning and implementation, and will develop and deliver excellence for our clients. You are a great fit if…

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Ready to Get Started?

For more information about any of our products and services, schedule a free retirement review today or register to attend a web event.

Or give us a call at (844) 227-5766.