Financial Advisor

Valeo Financial Advisors LLC; Carmel (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) with company match

Health coverage

Job summary

Valeo Financial Advisors in Carmel, Indiana, is seeking a client-focused Financial Advisor who will prepare and review investment reports, conduct risk and cash flow analyses, and assist with tax and estate planning strategies. You will collaborate with internal teams and external professionals to gather data, develop plans, and ensure follow-up actions from client meetings.

Through our Advisor Development Program, you will receive training, mentorship, and coaching to support your growth.

Qualifications

• Bachelor's degree or higher from an accredited university.
• CFP designation in progress or held.
• Knowledge of basic tax and mid-level financial planning questions.
• Ability to interpret account statements, annuity contracts, life insurance policy documents, and tax returns.
• Ability to serve as a fiduciary for every Valeo client.
• Strong proficiency with Microsoft Office and portfolio management software.
• Excellent interpersonal and communication skills for high-net-worth clients.
• Demonstrated drive, organization, time management, and strategic thinking.
• Passion for securing clients' assets and goals over selling products.

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.
• Coordinate with service providers to ensure execution of client actions and trades.
• Review client financials to optimize deductions, credits, and tax outcomes.
• Assist with estate pre-planning and documentation gathering for reports and presentations.
• Follow Valeo's systems and processes.
• Other duties as assigned.

Skills

Client relationships

Interpersonal skills

Microsoft Office

Portfolio software

Researching solutions

Time management

Strategic thinking

Fiduciary responsibility

Education

Bachelor's degree or higher

CFP designation in progress

Tools

Portfolio management software

Microsoft Office Suite

Job description

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.

Position Overview

As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with internal teams and external professionals to gather data, develop financial plans, and ensure the execution of follow-up action items from client meetings. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role. This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity.

This position requires consistent in-person office attendance at our Carmel, Indiana headquarters.

Duties And 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.

Requirements

• 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.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.