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Valeo Financial Advisors LLC · 3 months ago

Financial Advisor - Richmond

Richmond, VA

Full-time

Onsite

Entry, Mid Level

Valeo 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

Growth Opportunities

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

CFP designationFinancial planningTax planningMicrosoft OfficeInvestment management softwareOrganizationInterpersonal skillsCommunication skillsTime managementStrategic thinking

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