Financial Advisor

Valeo Financial Advisors•Carmel, IN

20h•Onsite

About The Position

Valeo Financial Advisors is a rapidly growing independent registered investment advisory firm based in central Indiana, with over $10 billion in assets under management. The firm provides comprehensive financial advice for a transparent fee and is committed to empowering the next generation and advancing the financial services industry. The Financial Advisor supports client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning. The role collaborates with internal teams and external professionals to gather information, develop financial plans, and complete follow-up actions from client meetings. Valeo’s Advisor Development Program provides ongoing training, mentorship, and coaching. This client-focused role emphasizes relationship-building, strategic planning, and fiduciary service. Consistent in-person attendance is required at the Carmel, Indiana headquarters.

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, with the ability to research advanced questions or work with team members to find answers.
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, including the ability to explain services and the short- and long-term implications of financial analyses and decisions to high-net-worth clients.
Strong work ethic, organization, time management, proactivity, and strategic thinking.
Passion for protecting clients’ assets and pursuing their financial goals rather than selling financial products.

Responsibilities

Prepare and review client investment reports, risk and cash flow analyses, and tax and estate planning materials.
Support tax planning by gathering and summarizing information and collaborating with internal and external tax professionals.
Collect client data, create financial plans using firm-standard tools, and assist in presenting results.
Complete technical and investment follow-up items from client meetings, including confirming trades, coordinating with professional service providers, seeking insurance quotes, and researching and analyzing investment opportunities.
Review client financial information throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit.
Coach clients through estate pre-planning to help reduce the time needed with an estate or trust attorney.
Gather or help clients gather financial records, including 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.