Valeo Financial Advisors LLC · 3 months ago
Financial Advisor - Richmond
Richmond, VA
Full-time
Onsite
Entry, Mid LevelValeo Financial Advisors is one of the largest RIA firms in the Midwest, committed to empowering the next generation and revolutionizing the financial services industry. The Financial Advisor role involves supporting client relationships through investment reports, risk and cash flow analyses, and assisting with tax and estate planning strategies while collaborating with internal teams and external professionals.
ConsultingFinancial Services
Responsibilities
Prepare and review reports of clients’ investments, risk, and cash flow analyses, and tax and estate planning
Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals
Collect data, create plans using firm standard tools, and assist in presenting results
Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities
Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit
Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics
Follow Valeo’s systems and processes
Other duties as assigned
Qualification
Required
Bachelor's degree or higher from an accredited university
Currently hold or actively pursuing CFP designation
Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer
Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns
Ability to serve as a fiduciary for every Valeo client
A high degree of competence with Microsoft Office products and portfolio management and investment management software services
Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients
Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking
Passion for securing clients' assets and their financial goals and not focused on selling financial products
Benefits
Unlimited PTO
401(k) with company match
Health coverage
Company
Valeo Financial Advisors LLC
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Fulk
Chief Operating Officer
Tom Askey, CFA
Chief Investment Officer
Company data provided by crunchbase