Wealth Planning Associate

Valid8 Financial, Inc.; Richmond (VA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Generous PTO

Professional development opportunities

Job summary

Valid8 Financial, Inc. invites applications for the role of Associate Advisor in Richmond, VA. The position offers a unique opportunity to support financial advisors by preparing financial plans and managing client relationships effectively.

The ideal candidate will have a Bachelor’s degree in Accounting or Finance and at least 2 years of relevant experience. Responsibilities include data gathering, client coordination, and participation in client meetings to enhance financial planning services.

We offer a competitive salary, comprehensive benefits, and a collaborative work environment.

Qualifications

• 2+ years of experience in a financial planning environment.
• Strong analytical skills with attention to detail.
• Ability to work collaboratively in a team-focused setting.

Responsibilities

• Gather and maintain client data for financial planning.
• Prepare detailed client financial plans with accuracy.
• Assist in delivering client meeting presentations.

Skills

Financial planning concepts

Client relationship management

Data analysis

Microsoft Word

Microsoft Excel

Verbal communication

Education

Bachelor’s Degree in Accounting or Finance

Tools

CRM software

Microsoft PowerPoint

Job description

Valid8 Financial, Inc. invites applications for the role of Associate Advisor in Richmond, VA. The position offers a unique opportunity to support financial advisors by preparing financial plans and managing client relationships effectively.

The ideal candidate will have a Bachelor’s degree in Accounting or Finance and at least 2 years of relevant experience. Responsibilities include data gathering, client coordination, and participation in client meetings to enhance financial planning services.

We offer a competitive salary, comprehensive benefits, and a collaborative work environment.