Financial Advisor – Client Growth & CFP Path (Richmond)

Valeo Financial Advisors LLC; Richmond (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial services firm in Richmond, Virginia is seeking a Financial Advisor. In this role, you will prepare and review investment reports, conduct risk and cash flow analyses, and assist with tax and estate planning strategies. Collaboration with internal teams is crucial for developing and executing financial plans. The ideal candidate holds a Bachelor's degree and is either CFP certified or actively pursuing certification. Strong interpersonal skills and a commitment to serving clients are essential for success in this position.

Qualifications

• Interpreting various planning documents such as account statements and tax returns.
• Understanding basic tax and financial planning questions.
• Serving as a fiduciary for clients.

Responsibilities

• Prepare and review investment reports and financial analyses.
• Assist clients with tax and estate planning strategies.
• Collaborate with internal teams and external professionals.

Skills

Interpersonal skills

Communication skills

Analytical skills

Time management

Strategic thinking

Education

Bachelor's degree or higher

CFP designation (current or pursuing)

Tools

Microsoft Office

Portfolio management software

Job description

A financial services firm in Richmond, Virginia is seeking a Financial Advisor. In this role, you will prepare and review investment reports, conduct risk and cash flow analyses, and assist with tax and estate planning strategies. Collaboration with internal teams is crucial for developing and executing financial plans. The ideal candidate holds a Bachelor's degree and is either CFP certified or actively pursuing certification. Strong interpersonal skills and a commitment to serving clients are essential for success in this position.