Careers

Join our Client-Focused Team

Open Positions

Company

Mission

Values

Open Positions

Join Our Team

If you’re passionate about helping people and a strong communicator, we’d like to talk more about a meaningful role on our team. Scroll through our current openings below, spanning five locations in Virginia, Kansas and Colorado, and see what our employees are saying about working at Carlson Financial!

Client Experience Specialist - Overland Park, KS

Client Service Specialist - Richmond, VA

As a Client Service Specialist at Carlson Financial’s offices in Richmond, VA, your role will be pivotal in shaping the client’s journey and ensuring their satisfaction. You’ll be liaising directly with our valued clients, addressing their questions and guiding them through our onboarding process and ongoing service. Your knack for building relationships, coupled with a deep understanding of our values and services that we will help you develop, will help clients feel valued, heard and confident in their financial decisions. With a keen focus on our core values of excellence, passion, integrity and care, you'll play a key role in upholding Carlson Financial’s reputation as a trusted partner in financial services.

Company

Why Choose Carlson Financial?

At Carlson Financial, we believe our employees are the cornerstone of our success. When you join us, you’re not just starting a job; you’re joining a family. Here’s just some of what you can expect:

A Commitment to Excellence

We pride ourselves on a commitment to excellence, which extends from the financial services we provide to our clients to the professional development opportunities we offer our employees. Our reputation as a leader in the industry is built upon the expertise, integrity and dedication of our team.

Growth Opportunities

We foster an environment where each individual is given the tools and opportunities to thrive. Whether you’re new to the industry or an experienced professional, your growth is our priority. We provide a variety of resources for continuous learning and development.

Giving Back to the Community

We are passionate about giving back to our neighbors and encourage all our employees to participate in our various philanthropic endeavors. At Carlson Financial, you’ll have the opportunity to make a positive impact in the lives of others, both with our clients and within the community.

Join us at Carlson Financial and discover a career that is challenging, rewarding and fulfilling. We can’t wait to welcome you to our team!

Mission

Our Mission

Carlson Financial’s mission is to help provide retirees and aspiring retirees with more secure retirement income strategies. Our primary focus is to help make sure our clients never run out of income in retirement; no matter how long they live or how the stock market performs.

Values

Our Values

Excellence

We strive for excellence in all we do. We believe in delivering top-notch services that not only meet but exceed our clients’ expectations.

Passion

Our passion is what fuels us to go the extra mile. We love what we do, and this enthusiasm shines through in our dedication to helping our clients achieve their financial goals.

Care

We genuinely care about the financial well-being of our clients. Our team is dedicated to understanding each client’s unique needs and providing personalized strategies to help them succeed.

Integrity

Integrity is at the heart of our business. We uphold the highest ethical standards, ensuring transparency, honesty and fairness in every interaction with our clients and colleagues.

Frequently Asked Questions

Are There Benefits?

How Do I Apply?

How Big Is Your Company?

Where Are You Located?

Our company has offices spanning five different locations across our beautiful country! In Colorado, it’s the Pikes Peak region and the community of Colorado Springs. In Kansas, we’ve got two locations embracing the heartland: Topeka, an active capital city with a very competitive cost of living, and Overland Park, a great community right outside of Kansas City. In Virginia, we have two locations: historic Richmond, which is among America’s oldest major cities, and Virginia Beach, a spot with coastal beauty and beach vibes!

Hear From Our Team

Ryan R. Financial Advisor

It has the feel of a small family-like company, but we have the goals of a large company. We never settle for being average.

Sheryl C. Culture and Recognition Leader

I am so proud to work with such a talented group of people who truly care about their clients’ well-being.

Wendy P. Communications Coordinator

Staff are encouraged to use PTO throughout the year (who does that?), and the PTO allotment is plentiful!

Sheryl C. Culture and Recognition Leader

This team works together as a unit and assists one another. Not just each individual office but all offices together.

Liz S. Client Experience Specialist

Team communication. We meet every week to review and talk about how things are working for each other and offer solutions to problems.