Financial Advisor - Richmond, VA

Valeo Financial Advisors•Richmond, VA

10d•Onsite

About The Position

As a Financial Advisor, you support client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You collaborate with internal teams and external professionals to gather data, develop financial plans, and ensure follow-up actions from client meetings are completed. Valeo’s Advisor Development Program provides consistent training, mentorship, and coaching. This client-focused role is suited to a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity. Consistent in-person attendance at the Richmond, Virginia office is required.

Requirements

Bachelor’s degree or higher from an accredited university.
Currently hold or actively pursue the CFP designation.
Knowledge of basic tax and intermediate-level financial planning questions; ability to research solutions or work with team members on more advanced questions.
Ability to interpret planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns.
Ability to serve as a fiduciary for every Valeo client.
High degree of competence with Microsoft Office products and portfolio management and investment management software services.
Strong interpersonal and communication skills to explain services and the short- and long-term implications of financial analyses and decisions to high-net-worth clients.
Demonstrated work ethic, organization, time management, proactivity, and strategic thinking.
Passion for securing clients’ assets and helping achieve their financial goals, rather than selling financial products.

Responsibilities

Prepare and review reports on clients’ investments, risk, cash flow analyses, and tax and estate planning.
Facilitate tax planning by gathering and summarizing information and collaborating with internal and external tax professionals.
Collect data, create plans using firm-standard tools, and assist in presenting results.
Ensure completion of technical and investment items from client meetings, including confirming trades, coordinating with professional service providers, obtaining 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 or trust attorney.
Gather, and assist clients in gathering, bank account records, income tax returns, life and disability insurance records, retirement plan information, and wills.
Help create reports, articles, and presentations on financial planning topics.
Follow Valeo’s systems and processes.
Perform other duties as assigned.