Client-Focused Wealth Advisor

Valeo Financial Advisors LLC; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Valeo Financial Advisors LLC in Richmond, VA seeks a Financial Advisor who supports client relationships by preparing investment reports, analyzing risk and cash flow, and assisting with tax and estate planning strategies. You will collaborate with internal and external professionals to gather data and develop plans, while following our Advisor Development Program for training and mentorship.

The role requires consistent in-person attendance at our Richmond office and offers a client-focused

Qualifications

• Bachelor’s degree or higher from an accredited university.
• CFP designation either held or actively pursued.
• Ability to interpret planning documents and tax returns.
• Fiduciary responsibility to Valeo clients.
• Strong Microsoft Office and portfolio management software skills.

Responsibilities

• Prepare and review investment, risk, and cash flow reports.
• Assist with tax planning and coordinate with tax professionals.
• Collect data and create financial plans using firm tools.
• Coordinate trades and research investment opportunities.
• Review client financials to optimize deductions and tax liabilities.
• Coach clients on estate planning and gather necessary documents.
• Follow Valeo’s systems and processes.
• Other duties as assigned.

Skills

Interpersonal skills

Communication

Fiduciary duties

Time management

Strategic thinking

Proactivity

Relationship building

Education

Bachelor's degree or higher

CFP designation in progress

Tools

Microsoft Office

Portfolio management software

Investment software

Job description

Valeo Financial Advisors LLC in Richmond, VA seeks a Financial Advisor who supports client relationships by preparing investment reports, analyzing risk and cash flow, and assisting with tax and estate planning strategies. You will collaborate with internal and external professionals to gather data and develop plans, while following our Advisor Development Program for training and mentorship.

The role requires consistent in-person attendance at our Richmond office and offers a client-focused