Financial Advisor: Client-Focused Wealth Planning

valeofinancial; Carmel (IN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) with company match

Health coverage

Job summary

Valeo Financial Advisors is seeking a Financial Advisor to support client relationships by preparing investment reports, performing risk and cash flow analyses, and aiding tax and estate planning strategies. You will work with internal teams and advisors to gather data, build financial plans, and ensure follow-up actions from client meetings.

Our Advisor Development Program provides training and mentorship.

Qualifications

• Bachelor’s degree or higher from an accredited university.
• Currently hold or actively pursuing CFP designation.
• Strong ability to interpret financial documents and tax concepts.
• Ability to serve as a fiduciary for Valeo clients.

Responsibilities

• Prepare and review investment, risk, and cash flow analyses.
• Assist with tax and estate planning strategies.
• Gather data and develop financial plans with internal/external teams.
• Ensure follow-up actions from client meetings are executed.
• Adhere to Valeo’s systems and processes.

Skills

Interpersonal communication

Relationship-building

Time management

Strategic thinking

Education

Bachelor’s degree or higher

CFP designation

Tools

Microsoft Office

Portfolio management software

Job description

Valeo Financial Advisors is seeking a Financial Advisor to support client relationships by preparing investment reports, performing risk and cash flow analyses, and aiding tax and estate planning strategies. You will work with internal teams and advisors to gather data, build financial plans, and ensure follow-up actions from client meetings.

Our Advisor Development Program provides training and mentorship.