Financial Advisor - Richmond, VA

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

Position Overview

As a Financial Adviso'r 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 Richmond, Virginia office.

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.