Financial Advisor - Richmond, VA

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

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 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, coordinating with other professional service providers, seeking insurance quotes, and researching and analyzing 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.